Regent Peak Wealth Advisors LLC

SEC CIK: 0001803329
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble 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.

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

Shares (Q2 2026): 10,068
Value: $1.48M
% of portfolio: 0.3%
Quarters held: 21; Since Q1 2021

Holdings of PG by Regent Peak Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,068	$1.48M	0.3%	+509+5.3%	Added	Holders
Q1 2026	9,559	$1.38M	0.3%	−212−2.2%	Reduced	Holders
Q4 2025	9,771	$1.40M	0.3%	−457−4.5%	Reduced	Holders
Q3 2025	10,228	$1.57M	0.3%	–	No prior filing	Holders
Q2 2025	–	–	–	–	Not filed	Holders
Q1 2025	10,747	$1.83M	0.4%	−316−2.9%	Reduced	Holders
Q4 2024	11,063	$1.85M	0.4%	+139+1.3%	Added	Holders
Q3 2024	10,924	$1.89M	0.4%	−437−3.8%	Reduced	Holders
Q2 2024	11,361	$1.87M	0.5%	−1,004−8.1%	Reduced	Holders
Q1 2024	12,365	$2.01M	0.5%	+197+1.6%	Added	Holders
Q4 2023	12,168	$1.78M	0.5%	−153−1.2%	Reduced	Holders
Q3 2023	12,321	$1.80M	0.5%	−807−6.1%	Reduced	Holders
Q2 2023	13,128	$1.99M	0.6%	−1,781−11.9%	Reduced	Holders
Q1 2023	14,909	$2.22M	0.7%	−728−4.7%	Reduced	Holders
Q4 2022	15,637	$2.37M	0.8%	−566−3.5%	Reduced	Holders
Q3 2022	16,203	$2.04M	0.7%	−492−2.9%	Reduced	Holders
Q2 2022	16,695	$2.40M	0.8%	−723−4.2%	Reduced	Holders
Q1 2022	17,418	$2.66M	0.8%	−508−2.8%	Reduced	Holders
Q4 2021	17,926	$2.93M	0.8%	+113+0.6%	Added	Holders
Q3 2021	17,813	$2.49M	0.7%	+141+0.8%	Added	Holders
Q2 2021	17,672	$2.51M	0.7%	+439+2.5%	Added	Holders
Q1 2021	17,233	$2.33M	0.8%	–	–	Holders

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