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Regent Peak Wealth Advisors LLC: VUG position timeline

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

Regent Peak Wealth Advisors LLC held 263,003 VUG 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 263,003 shares
    Change vs previous 13F -711 shares

    4.11% of the 13F portfolio, value $23,699,174.

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

  2. period ended2026-06-30
    13F 263,714 shares
    Change vs previous 13F +219,322 shares

    4.21% of the 13F portfolio, value $22,716,353.

    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 44,392 shares
    Change vs previous 13F -1,459 shares

    3.95% of the 13F portfolio, value $19,390,100.

    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 45,851 shares
    Change vs previous 13F -164 shares

    4.41% of the 13F portfolio, value $22,368,919.

    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 46,015 shares
    Change vs previous 13F -687 shares

    4.42% of the 13F portfolio, value $22,069,174.

    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 46,702 shares
    Change vs previous 13F -7,402 shares

    4.09% of the 13F portfolio, value $17,317,875.

    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 54,104 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $22,206,478.

    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).