Skip to main content
Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

APD holding history

Air Products & Chemicals, Inc. 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.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
737
Value
$216.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of APD by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026737$216.1K<0.1%+48+7.0%AddedHolders
Q1 2026689$200.2K<0.1%+689NewHolders
Q4 20250$00.0%−1,111−100.0%Sold outHolders
Q3 20251,111$303.0K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,521$448.6K0.1%−679−30.9%ReducedHolders
Q4 20242,200$638.1K0.1%−6,135−73.6%ReducedHolders
Q3 20248,335$2.48M0.6%−1,026−11.0%ReducedHolders
Q2 20249,361$2.42M0.6%+809+9.5%AddedHolders
Q1 20248,552$2.07M0.5%+484+6.0%AddedHolders
Q4 20238,068$2.21M0.6%+333+4.3%AddedHolders
Q3 20237,735$2.19M0.7%+62+0.8%AddedHolders
Q2 20237,673$2.30M0.7%−35−0.5%ReducedHolders
Q1 20237,708$2.21M0.7%+18+0.2%AddedHolders
Q4 20227,690$2.37M0.8%+532+7.4%AddedHolders
Q3 20227,158$1.67M0.6%+133+1.9%AddedHolders
Q2 20227,025$1.69M0.6%+108+1.6%AddedHolders
Q1 20226,917$1.73M0.5%+376+5.7%AddedHolders
Q4 20216,541$1.99M0.5%−16−0.2%ReducedHolders
Q3 20216,557$1.68M0.5%+36+0.6%AddedHolders
Q2 20216,521$1.90M0.5%+830+14.6%AddedHolders
Q1 20215,691$1.60M0.5%––Holders

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