Regent Peak Wealth Advisors LLC
Holdings in ACT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,180,003 | 29,768 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,140,461 | 29,746 | Shares | Sole | 2025-10-16 |
| 2025-03-31 | $950,134 | 27,342 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $885,333 | 27,342 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $993,334 | 27,342 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $346,090 | 11,288 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $351,959 | 11,288 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $223,984 | 7,753 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $211,114 | 7,753 | Shares | Sole | 2023-11-03 |