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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

LIN holding history

Linde PLC 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.

LIN overviewAll 13F holders of LINFull Q2 2026 holdings

Shares (Q2 2026)
1,507
Value
$781.9K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of LIN by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,507$781.9K0.1%+135+9.8%AddedHolders
Q1 20261,372$680.0K0.1%−257−15.8%ReducedHolders
Q4 20251,629$694.8K0.1%−190−10.4%ReducedHolders
Q3 20251,819$864.1K0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,827$850.7K0.2%−4−0.2%ReducedHolders
Q4 20241,831$766.5K0.2%00.0%UnchangedHolders
Q3 20241,831$872.9K0.2%+23+1.3%AddedHolders
Q2 20241,808$793.5K0.2%+21+1.2%AddedHolders
Q1 20241,787$829.8K0.2%+23+1.3%AddedHolders
Q4 20231,764$724.5K0.2%+689+64.1%AddedHolders
Q3 20231,075$400.3K0.1%+24+2.3%AddedHolders
Q2 20231,051$400.5K0.1%+4+0.4%AddedHolders
Q1 20231,047$372.1K0.1%−5−0.5%ReducedHolders
Q4 20221,052$342.9K0.1%+152+16.9%AddedHolders
Q3 2022900$242.0K0.1%−110−10.9%ReducedHolders
Q2 20221,010$290.0K0.1%+26+2.6%AddedHolders
Q1 2022984$314.0K0.1%+32+3.4%AddedHolders
Q4 2021952$330.0K0.1%+30+3.3%AddedHolders
Q3 2021922$270.0K0.1%+15+1.7%AddedHolders
Q2 2021907$279.0K0.1%+907NewHolders