Skip to main content

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

ALL holding history

Allstate Corp 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.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of ALL by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,749−100.0%Sold outHolders
Q4 20241,749$337.2K0.1%+2+0.1%AddedHolders
Q3 20241,747$331.3K0.1%+17+1.0%AddedHolders
Q2 20241,730––+16+0.9%AddedHolders
Q1 20241,714$296.5K0.1%−5−0.3%ReducedHolders
Q4 20231,719$240.6K0.1%+1,719NewHolders
Q3 20230$00.0%−2,167−100.0%Sold outHolders
Q2 20232,167$236.3K0.1%−433−16.7%ReducedHolders
Q1 20232,600$288.1K0.1%−263−9.2%ReducedHolders
Q4 20222,863$390.2K0.1%−13,128−82.1%ReducedHolders
Q3 202215,991$2.00M0.7%+220+1.4%AddedHolders
Q2 202215,771$2.00M0.7%−647−3.9%ReducedHolders
Q1 202216,418$2.27M0.7%+1,246+8.2%AddedHolders
Q4 202115,172$1.78M0.5%+34+0.2%AddedHolders
Q3 202115,138$1.93M0.6%+241+1.6%AddedHolders
Q2 202114,897$1.94M0.5%+978+7.0%AddedHolders
Q1 202113,919$1.60M0.5%––Holders

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