Regent Peak Wealth Advisors LLC

Position in V — Visa Inc.

CIK 1803329 ATLANTA, GA

Position in V

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,830,728

+$255,151 QoQ

Shares Held

5,336

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#2,424

of 4,501 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,514,294 across 4 Credit Services names. V ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	5,336	$1,830,728
2	MA	Mastercard Inc	2,042	$1,048,771
3	AXP	American Express Co	1,197	$404,885
4	COF	Capital One Financial Corp	1,146	$229,910

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,830,728	5,336	+2.4%	Shares	Sole	2026-07-10
2026-03-31	$1,575,577	5,213	-2.0%	Shares	Sole	2026-04-14
2025-12-31	$1,864,725	5,317	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$1,802,827	5,281	+7.2%	Shares	Sole	2025-10-16
2025-03-31	$1,727,066	4,928	+0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,557,129	4,927	+2.5%	Shares	Sole	2025-01-07
2024-09-30	$1,321,409	4,806	-0.9%	Shares	Sole	2024-10-16
2024-06-30	$1,272,979	4,850	+2.4%	Shares	Sole	2024-08-14
2024-03-31	$1,322,281	4,738	-2.9%	Shares	Sole	2024-05-01
2023-12-31	$1,270,768	4,881	-1.6%	Shares	Sole	2024-01-23
2023-09-30	$1,140,389	4,958	-0.2%	Shares	Sole	2023-11-03
2023-06-30	$1,179,563	4,967	-1.5%	Shares	Sole	2023-07-19
2023-03-31	$1,136,994	5,043	-2.9%	Shares	Sole	2023-04-24
2022-12-31	$1,078,482	5,191	+3.1%	Shares	Sole	2023-02-08
2022-09-30	$894,645	5,036	-4.5%	Shares	Sole	2022-11-14
2022-06-30	$1,038,200	5,273	+3.6%	Shares	Sole	2022-08-11
2022-03-31	$1,128,365	5,088	+1.2%	Shares	Sole	2022-05-03
2021-12-31	$1,089,834	5,029	-0.9%	Shares	Sole	2022-02-11
2021-09-30	$1,130,233	5,074	+0.2%	Shares	Sole	2021-11-08
2021-06-30	$1,184,064	5,064	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$1,065,637	5,033	+6.5%	Shares	Sole	2021-04-28
2020-12-31	$1,033,280	4,724	+12.4%	Shares	Sole	2021-02-12
2020-09-30	$840,273	4,202	+1.7%	Shares	Sole	2020-11-04
2020-06-30	$798,178	4,132	+21.4%	Shares	Sole	2020-08-05
2020-03-31	$548,613	3,405	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.