Position in L
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$310,987
+$20,868 QoQ
Shares Held
2,747
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#529
of 781 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $3,204,019 across 3 Insurance - Property & Casualty names. L ranks #3 (9.7% of the industry book) .
All Filings in L
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,987 | 2,747 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $290,119 | 2,718 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $285,495 | 2,711 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $272,358 | 2,713 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $248,157 | 2,700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $230,610 | 2,723 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $212,723 | 2,691 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $207,703 | 2,653 | Shares | Sole | 2024-05-01 | |
| 2022-03-31 | $211,572 | 3,264 | Shares | Sole | 2022-05-03 | |
| 2020-12-31 | $143,118 | 3,179 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||