Regent Peak Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Regent Peak Wealth Advisors going back to Feb. 14, 2020
- Regent Peak Wealth Advisors 2024 Q1 - filed May 1, 2024 - new!
- Regent Peak Wealth Advisors 2023 Q4 - filed Jan. 23, 2024
- Regent Peak Wealth Advisors 2023 Q3 - filed Nov. 3, 2023
- Regent Peak Wealth Advisors 2023 Q2 - filed July 19, 2023
- Regent Peak Wealth Advisors 2023 Q1 - filed April 24, 2023
- Regent Peak Wealth Advisors 2022 Q4 - filed Feb. 8, 2023
- Regent Peak Wealth Advisors 2022 Q3 - filed Nov. 14, 2022
- Regent Peak Wealth Advisors 2022 Q2 - filed Aug. 11, 2022
- Regent Peak Wealth Advisors 2022 Q1 - filed May 3, 2022
- Regent Peak Wealth Advisors 2021 Q4 - filed Feb. 11, 2022
- Regent Peak Wealth Advisors 2021 Q3 - filed Nov. 8, 2021
- Regent Peak Wealth Advisors 2021 Q2 - filed Aug. 16, 2021
- Regent Peak Wealth Advisors 2021 Q1 - filed April 28, 2021
- Regent Peak Wealth Advisors 2020 Q4 - filed Feb. 12, 2021
- Regent Peak Wealth Advisors 2020 Q3 - filed Nov. 4, 2020
- Regent Peak Wealth Advisors 2020 Q2 - filed Aug. 5, 2020
- Regent Peak Wealth Advisors 2020 Q1 - filed April 27, 2020
- Regent Peak Wealth Advisors 2019 Q4 - filed Feb. 14, 2020