Position in ITW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$577,994
-$630 QoQ
Shares Held
2,137
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,074
of 1,957 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $3,112,569 across 5 Specialty Industrial Machinery names. ITW ranks #3 (18.6% of the industry book) .
All Filings in ITW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,994 | 2,137 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $578,624 | 2,223 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $614,764 | 2,496 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $643,555 | 2,468 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $688,971 | 2,778 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $801,503 | 3,161 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,415,237 | 9,216 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,372,443 | 10,012 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,650,563 | 9,878 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,782,326 | 10,622 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,389,005 | 10,373 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,382,273 | 9,523 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,465,174 | 10,126 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,095,493 | 9,512 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,579,964 | 8,746 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,575,186 | 8,643 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,799,793 | 8,595 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,089,162 | 8,465 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,759,867 | 8,517 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,866,278 | 8,348 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,656,305 | 7,477 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,477,722 | 7,248 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,385,315 | 7,170 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,187,756 | 6,793 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $929,606 | 6,541 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||