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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

CMA holding history

Comerica 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.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of CMA by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,449−100.0%Sold outHolders
Q4 20252,449$212.9K<0.1%+2,449NewHolders
Q2 20220$00.0%−2,340−100.0%Sold outHolders
Q1 20222,340$212.0K0.1%00.0%UnchangedHolders
Q4 20212,340$204.0K0.1%+2,340NewHolders