Regent Peak Wealth Advisors LLC

Position in IBB — iShares Biotechnology ETF

CIK 1803329 ATLANTA, GA

Position in IBB

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$318,619

+$151 QoQ

Shares Held

1,887

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$318,619	1,887	0.0%	Shares	Sole	2026-04-14
2025-12-31	$318,468	1,887	0.0%	Shares	Sole	2026-01-08
2025-09-30	$272,426	1,887	0.0%	Shares	Sole	2025-10-16
2025-03-31	$241,347	1,887	-5.9%	Shares	Sole	2025-04-14
2024-12-31	$265,081	2,005	-5.7%	Shares	Sole	2025-01-07
2024-09-30	$309,691	2,127	0.0%	Shares	Sole	2024-10-16
2024-06-30	$291,952	2,127	0.0%	Shares	Sole	2024-08-14
2024-03-31	$291,866	2,127	+0.0%	Shares	Sole	2024-05-01
2023-12-31	$288,817	2,126	0.0%	Shares	Sole	2024-01-23
2023-09-30	$259,988	2,126	-0.1%	Shares	Sole	2023-11-03
2023-06-30	$270,170	2,128	-14.3%	Shares	Sole	2023-07-19
2023-03-31	$320,575	2,482	0.0%	Shares	Sole	2023-04-24
2022-12-31	$325,861	2,482	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$290,060	2,480	0.0%	Shares	Sole	2022-11-14
2022-06-30	$291,722	2,480	+35.5%	Shares	Sole	2022-08-11
2022-03-31	$238,449	1,830	0.0%	Shares	Sole	2022-05-03
2021-12-31	$279,294	1,830	0.0%	Shares	Sole	2022-02-11
2021-09-30	$295,874	1,830	0.0%	Shares	Sole	2021-11-08
2021-06-30	$299,479	1,830	0.0%	Shares	Sole	2021-08-16
2021-03-31	$275,524	1,830	+0.6%	Shares	Sole	2021-04-28
2020-12-31	$275,560	1,819	0.0%	Shares	Sole	2021-02-12
2020-09-30	$246,310	1,819	-1.1%	Shares	Sole	2020-11-04
2020-06-30	$251,372	1,839	-2.1%	Shares	Sole	2020-08-05
2020-03-31	$202,443	1,879	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.