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Disclosery

Regent Peak Wealth Advisors LLC: WELL position timeline

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

Regent Peak Wealth Advisors LLC held 1,738 WELL 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 1,738 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $400,170.

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

  2. period ended2026-06-30
    13F 1,744 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $395,836.

    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 1,705 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $337,096.

    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 1,671 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $310,154.

    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 1,717 shares
    Change vs previous 13F +147 shares

    0.06% of the 13F portfolio, value $305,866.

    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 1,570 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $240,540.

    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 1,594 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $200,892.

    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).