Regent Peak Wealth Advisors LLC
Holdings in SR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,636,484 | 43,972 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $4,064,179 | 49,855 | Shares | Sole | 2025-10-16 |
| 2025-03-31 | $7,061,514 | 90,243 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $9,477,546 | 139,725 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $9,432,712 | 140,180 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $8,531,411 | 140,481 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $10,517,774 | 171,383 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $10,720,111 | 171,962 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $9,597,835 | 169,633 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $10,788,669 | 170,061 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $11,963,218 | 170,562 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $11,752,267 | 170,669 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $10,409,920 | 167,013 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $12,420,756 | 167,013 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $11,984,852 | 167,013 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $10,591,075 | 162,390 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $9,652,123 | 157,766 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $11,401,748 | 157,766 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $11,656,664 | 157,757 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $10,003,304 | 156,204 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $7,991,650 | 150,219 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $9,870,561 | 150,214 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $11,187,640 | 150,210 | Shares | Sole | 2020-04-27 |