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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

PACW holding history

Pacwest Bancorp 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.

PACW overviewAll 13F holders of PACWFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of PACW by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−10,649−100.0%Sold outHolders
Q3 202310,649$84.2K<0.1%00.0%UnchangedHolders
Q2 202310,649$86.8K<0.1%+10,649NewHolders