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Regent Peak Wealth Advisors LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on VTI, newest first. How the timeline and the estimate are built.

Regent Peak Wealth Advisors LLC held 255,827 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 255,827 shares
    Change vs previous 13F +9,646 shares

    16.59% of the 13F portfolio, value $95,740,829.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 246,181 shares
    Change vs previous 13F +1,776 shares

    16.87% of the 13F portfolio, value $91,096,818.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 244,405 shares
    Change vs previous 13F -11,222 shares

    15.99% of the 13F portfolio, value $78,407,708.

    13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 255,627 shares
    Change vs previous 13F -32 shares

    16.9% of the 13F portfolio, value $85,704,226.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 255,659 shares
    Change vs previous 13F +4,367 shares

    16.81% of the 13F portfolio, value $83,899,750.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 251,292 shares
    Change vs previous 13F +1,880 shares

    16.3% of the 13F portfolio, value $69,064,998.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 249,412 shares
    Change vs previous 13F not available

    16.22% of the 13F portfolio, value $72,281,992.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).