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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

F holding history

Ford Motor 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.

F overviewAll 13F holders of FFull Q2 2026 holdings

Shares (Q2 2026)
19,001
Value
$264.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of F by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,001$264.1K<0.1%+224+1.2%AddedHolders
Q1 202618,777$216.7K<0.1%+347+1.9%AddedHolders
Q4 202518,430$241.8K<0.1%+170+0.9%AddedHolders
Q3 202518,260$218.4K<0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202517,567$176.2K<0.1%+361+2.1%AddedHolders
Q4 202417,206$170.3K<0.1%−705−3.9%ReducedHolders
Q3 202417,911$189.1K<0.1%−588−3.2%ReducedHolders
Q2 202418,499$232.0K0.1%−2,274−10.9%ReducedHolders
Q1 202420,773$275.9K0.1%+767+3.8%AddedHolders
Q4 202320,006$243.9K0.1%−616−3.0%ReducedHolders
Q3 202320,622$256.1K0.1%+360+1.8%AddedHolders
Q2 202320,262$306.6K0.1%+30.0%AddedHolders
Q1 202320,259$255.3K0.1%−163−0.8%ReducedHolders
Q4 202220,422$239.0K0.1%+12+0.1%AddedHolders
Q3 202220,410$228.0K0.1%+51+0.3%AddedHolders
Q2 202220,359$226.0K0.1%−236−1.1%ReducedHolders
Q1 202220,595$348.0K0.1%−2,424−10.5%ReducedHolders
Q4 202123,019$478.0K0.1%+755+3.4%AddedHolders
Q3 202122,264$315.0K0.1%+125+0.6%AddedHolders
Q2 202122,139$309.0K0.1%+3,152+16.6%AddedHolders
Q1 202118,987$232.0K0.1%––Holders

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