Skip to main content
Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

ACN holding history

Accenture plc in every 13F filed by Regent Peak Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
74,187
Value
$9.23M
% of portfolio
1.7%
Quarters held
21
Since Q1 2021
Holdings of ACN by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,187$9.23M1.7%+7,018+10.4%AddedHolders
Q1 202667,169$13.3M2.7%+10,917+19.4%AddedHolders
Q4 202556,252$15.1M3.0%+1,817+3.3%AddedHolders
Q3 202554,435$13.4M2.7%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202547,743$14.9M3.5%−2,272−4.5%ReducedHolders
Q4 202450,015$17.6M3.9%−5,880−10.5%ReducedHolders
Q3 202455,895$19.8M4.5%−3,732−6.3%ReducedHolders
Q2 202459,627$18.1M4.5%+2,781+4.9%AddedHolders
Q1 202456,846$19.7M5.0%+1,948+3.5%AddedHolders
Q4 202354,898$19.3M5.2%+4,300+8.5%AddedHolders
Q3 202350,598$15.5M4.7%−7,175−12.4%ReducedHolders
Q2 202357,773$17.8M5.2%−48−0.1%ReducedHolders
Q1 202357,821$16.5M5.1%+10,806+23.0%AddedHolders
Q4 202247,015$13.2M4.3%+8,659+22.6%AddedHolders
Q3 202238,356$10.6M3.7%+9,031+30.8%AddedHolders
Q2 202229,325$8.14M2.7%−125−0.4%ReducedHolders
Q1 202229,450$9.93M2.8%+6,646+29.1%AddedHolders
Q4 202122,804$9.45M2.6%+5,082+28.7%AddedHolders
Q3 202117,722$5.67M1.6%+81+0.5%AddedHolders
Q2 202117,641$5.60M1.6%+5,483+45.1%AddedHolders
Q1 202112,158$3.36M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.