Skip to main content

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,625
Value
$351.8K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of BA by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,625$351.8K0.1%+431+36.1%AddedHolders
Q1 20261,194$237.6K<0.1%+259+27.7%AddedHolders
Q4 2025935$203.0K<0.1%−292−23.8%ReducedHolders
Q3 20251,227$264.8K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,194$203.6K<0.1%+1,194NewHolders
Q2 20240$00.0%−1,106−100.0%Sold outHolders
Q1 20241,106$213.4K0.1%+42+3.9%AddedHolders
Q4 20231,064$277.3K0.1%−38−3.4%ReducedHolders
Q3 20231,102$211.2K0.1%+23+2.1%AddedHolders
Q2 20231,079$227.8K0.1%+21+2.0%AddedHolders
Q1 20231,058$224.8K0.1%+1,058NewHolders
Q2 20220$00.0%−1,241−100.0%Sold outHolders
Q1 20221,241$238.0K0.1%−51−3.9%ReducedHolders
Q4 20211,292$260.0K0.1%−7−0.5%ReducedHolders
Q3 20211,299$286.0K0.1%+4+0.3%AddedHolders
Q2 20211,295$293.0K0.1%+17+1.3%AddedHolders
Q1 20211,278$325.0K0.1%––Holders

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