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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

ITW holding history

Illinois Tool Works 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.

ITW overviewAll 13F holders of ITWFull Q2 2026 holdings

Shares (Q2 2026)
2,137
Value
$578.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ITW by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,137$578.0K0.1%−86−3.9%ReducedHolders
Q1 20262,223$578.6K0.1%−273−10.9%ReducedHolders
Q4 20252,496$614.8K0.1%+28+1.1%AddedHolders
Q3 20252,468$643.6K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20252,778$689.0K0.2%−383−12.1%ReducedHolders
Q4 20243,161$801.5K0.2%−6,055−65.7%ReducedHolders
Q3 20249,216$2.42M0.6%−796−8.0%ReducedHolders
Q2 202410,012––+134+1.4%AddedHolders
Q1 20249,878$2.65M0.7%−744−7.0%ReducedHolders
Q4 202310,622$2.78M0.8%+249+2.4%AddedHolders
Q3 202310,373$2.39M0.7%+850+8.9%AddedHolders
Q2 20239,523$2.38M0.7%−603−6.0%ReducedHolders
Q1 202310,126$2.47M0.8%+614+6.5%AddedHolders
Q4 20229,512$2.11M0.7%+766+8.8%AddedHolders
Q3 20228,746$1.58M0.6%+103+1.2%AddedHolders
Q2 20228,643$1.57M0.5%+48+0.6%AddedHolders
Q1 20228,595$1.80M0.5%+130+1.5%AddedHolders
Q4 20218,465$2.09M0.6%−52−0.6%ReducedHolders
Q3 20218,517$1.76M0.5%+169+2.0%AddedHolders
Q2 20218,348$1.89M0.5%+871+11.6%AddedHolders
Q1 20217,477$1.66M0.5%––Holders

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