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TWIN PEAKS WEALTH ADVISORS, LLC

Position in IPO — Renaissance IPO ETF

CIK 2006218 BURLINGAME, CA

Position in IPO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$302,210
+$89,209 QoQ
Shares Held
5,086
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#19
of 36 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IPO Over Time

Shares Held

Position Value (USD)

All Filings in IPO

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $302,210 5,086
2026-03-31 $213,001 5,086
2025-12-31 $232,175 5,086
2025-09-30 $250,228 5,049
2025-06-30 $240,294 5,347
2024-12-31 $275,362 6,320
2024-09-30 $242,143 5,647
2024-06-30 $227,630 5,647
2024-03-31 $234,463 5,647
2023-12-31 $212,948 5,647