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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

SPGI holding history

S&P Global Inc. 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
1,040
Value
$423.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of SPGI by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,040$423.6K0.1%+22+2.2%AddedHolders
Q1 20261,018$433.0K0.1%−19−1.8%ReducedHolders
Q4 20251,037$541.9K0.1%+11+1.1%AddedHolders
Q3 20251,026$499.4K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,027$521.8K0.1%−9−0.9%ReducedHolders
Q4 20241,036$516.0K0.1%+18+1.8%AddedHolders
Q3 20241,018$525.9K0.1%+14+1.4%AddedHolders
Q2 20241,004$447.8K0.1%+23+2.3%AddedHolders
Q1 2024981$417.4K0.1%+15+1.6%AddedHolders
Q4 2023966$425.5K0.1%+11+1.2%AddedHolders
Q3 2023955$349.0K0.1%+26+2.8%AddedHolders
Q2 2023929$372.4K0.1%+14+1.5%AddedHolders
Q1 2023915$315.5K0.1%+17+1.9%AddedHolders
Q4 2022898$300.8K0.1%−29−3.1%ReducedHolders
Q3 2022927$283.0K0.1%+6+0.7%AddedHolders
Q2 2022921$310.0K0.1%−25−2.6%ReducedHolders
Q1 2022946$388.0K0.1%+260+37.9%AddedHolders
Q4 2021686$324.0K0.1%+20+3.0%AddedHolders
Q3 2021666$283.0K0.1%+6+0.9%AddedHolders
Q2 2021660$283.0K0.1%+21+3.3%AddedHolders
Q1 2021639$225.0K0.1%––Holders

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