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Regent Peak Wealth Advisors LLCGrowthConcentrated long-term

CIK: 0001803329 | ATLANTA, GA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR231$577.1M2026-10-13SEC ↗
Q2 2026
13F-HR221$540.1M2026-07-10SEC ↗
Q1 2026
13F-HR198$490.3M2026-04-14SEC ↗
Q4 2025
13F-HR192$507.2M2026-01-08SEC ↗
Q3 2025
13F-HR190$499.2M2025-10-16SEC ↗
Q1 2025
13F-HR177$423.6M2025-04-14SEC ↗
Q4 2024Amended
13F-HR/A178$444.9M2025-01-07SEC ↗
Q3 2024
13F-HR179$435.6M2024-10-16SEC ↗
Q2 2024
13F-HR163$436.8M2024-08-14SEC ↗
Q1 2024
13F-HR170$393.5M2024-05-01SEC ↗
Q4 2023
13F-HR168$368.6M2024-01-23SEC ↗
Q3 2023
13F-HR151$327.3M2023-11-03SEC ↗
Q2 2023
13F-HR155$343.4M2023-07-19SEC ↗
Q1 2023
13F-HR161$323.2M2023-04-24SEC ↗
Q4 2022
13F-HR157$305.1M2023-02-08SEC ↗
Q3 2022
13F-HR149$14.4M2022-11-14SEC ↗
Q2 2022
13F-HR155$10.3M2022-08-11SEC ↗
Q1 2022
13F-HR162$6.5M2022-05-03SEC ↗
Q4 2021
13F-HR167$6.9M2022-02-11SEC ↗
Q3 2021
13F-HR168$6.3M2021-11-08SEC ↗
Q2 2021
13F-HR168$701.4K2021-08-16SEC ↗
Q1 2021
13F-HR154$5.1M2021-04-28SEC ↗
Q4 2020
13F-HR1168$5.5M2021-02-12SEC ↗
Q3 2020
13F-HR127$3.5M2020-11-04SEC ↗
Q2 2020
13F-HR120$3.5M2020-08-05SEC ↗
Q1 2020
13F-HR110$2.6M2020-04-27SEC ↗
Q4 2019
13F-HR125$3.4M2020-02-14SEC ↗