Position in EXPE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$293,238
+$41,338 QoQ
Shares Held
1,146
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#772
of 1,109 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $818,520 across 3 Travel Services names. EXPE ranks #1 (35.8% of the industry book) .
All Filings in EXPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,238 | 1,146 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $251,900 | 1,091 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $358,953 | 1,267 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $233,628 | 1,093 | Shares | Sole | 2025-10-16 | |
| 2020-12-31 | $63,154 | 477 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||