Regent Peak Wealth Advisors LLC

SEC CIK: 0001803329
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

ORCL holding history

Oracle Corp 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.

ORCL overview All 13F holders of ORCL Full Q2 2026 holdings

Shares (Q2 2026): 7,717
Value: $1.13M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of ORCL by Regent Peak Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,717	$1.13M	0.2%	−455−5.6%	Reduced	Holders
Q1 2026	8,172	$1.20M	0.2%	−14−0.2%	Reduced	Holders
Q4 2025	8,186	$1.60M	0.3%	+491+6.4%	Added	Holders
Q3 2025	7,695	$2.16M	0.4%	–	No prior filing	Holders
Q2 2025	–	–	–	–	Not filed	Holders
Q1 2025	8,617	$1.20M	0.3%	−817−8.7%	Reduced	Holders
Q4 2024	9,434	$1.57M	0.4%	−12,202−56.4%	Reduced	Holders
Q3 2024	21,636	$3.69M	0.8%	−1,743−7.5%	Reduced	Holders
Q2 2024	23,379	$3.30M	0.8%	−2,055−8.1%	Reduced	Holders
Q1 2024	25,434	$3.19M	0.8%	+33+0.1%	Added	Holders
Q4 2023	25,401	$2.68M	0.7%	+17,735+231.3%	Added	Holders
Q3 2023	7,666	$812.0K	0.2%	−19,600−71.9%	Reduced	Holders
Q2 2023	27,266	$3.25M	0.9%	−3,621−11.7%	Reduced	Holders
Q1 2023	30,887	$2.87M	0.9%	−251−0.8%	Reduced	Holders
Q4 2022	31,138	$2.54M	0.8%	+3,264+11.7%	Added	Holders
Q3 2022	27,874	$1.70M	0.6%	+315+1.1%	Added	Holders
Q2 2022	27,559	$1.93M	0.6%	−117−0.4%	Reduced	Holders
Q1 2022	27,676	$2.29M	0.7%	+1,203+4.5%	Added	Holders
Q4 2021	26,473	$2.31M	0.6%	−94−0.4%	Reduced	Holders
Q3 2021	26,567	$2.31M	0.7%	+420+1.6%	Added	Holders
Q2 2021	26,147	$2.28M	0.6%	+19,965+323.0%	Added	Holders
Q1 2021	6,182	$433.0K	0.1%	–	–	Holders

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