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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

PGR holding history

Progressive 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.

PGR overviewAll 13F holders of PGRFull Q2 2026 holdings

Shares (Q2 2026)
11,771
Value
$2.57M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of PGR by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,771$2.57M0.5%−567−4.6%ReducedHolders
Q1 202612,338$2.45M0.5%−1,673−11.9%ReducedHolders
Q4 202514,011$3.19M0.6%−3,160−18.4%ReducedHolders
Q3 202517,171$4.24M0.8%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202518,568$5.25M1.2%−15−0.1%ReducedHolders
Q4 202418,583$4.45M1.0%+27+0.1%AddedHolders
Q3 202418,556$4.71M1.1%+49+0.3%AddedHolders
Q2 202418,507$3.84M1.0%+40+0.2%AddedHolders
Q1 202418,467$3.82M1.0%−30.0%ReducedHolders
Q4 202318,470$2.94M0.8%−64−0.3%ReducedHolders
Q3 202318,534$2.58M0.8%−81−0.4%ReducedHolders
Q2 202318,615$2.46M0.7%−52−0.3%ReducedHolders
Q1 202318,667$2.67M0.8%+16+0.1%AddedHolders
Q4 202218,651$2.42M0.8%+30+0.2%AddedHolders
Q3 202218,621$2.16M0.8%+109+0.6%AddedHolders
Q2 202218,512$2.15M0.7%+133+0.7%AddedHolders
Q1 202218,379$2.10M0.6%+35+0.2%AddedHolders
Q4 202118,344$1.88M0.5%−73−0.4%ReducedHolders
Q3 202118,417$1.67M0.5%−101−0.5%ReducedHolders
Q2 202118,518$1.76M0.5%−67−0.4%ReducedHolders
Q1 202118,585$1.78M0.6%––Holders

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