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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of DOW by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−3,649−100.0%Sold outHolders
Q1 20243,649$211.4K0.1%−17−0.5%ReducedHolders
Q4 20233,666$201.0K0.1%+3,666NewHolders
Q2 20220$00.0%−3,708−100.0%Sold outHolders
Q1 20223,708$236.0K0.1%+149+4.2%AddedHolders
Q4 20213,559$202.0K0.1%−31−0.9%ReducedHolders
Q3 20213,590$207.0K0.1%+26+0.7%AddedHolders
Q2 20213,564$222.0K0.1%+250+7.5%AddedHolders
Q1 20213,314$211.0K0.1%––Holders

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