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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

SR holding history

Spire 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.

SR overviewAll 13F holders of SRFull Q2 2026 holdings

Shares (Q2 2026)
33,001
Value
$2.58M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of SR by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,001$2.58M0.5%−5,852−15.1%ReducedHolders
Q1 202638,853$3.52M0.7%−5,119−11.6%ReducedHolders
Q4 202543,972$3.64M0.7%−5,883−11.8%ReducedHolders
Q3 202549,855$4.06M0.8%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202590,243$7.06M1.7%−49,482−35.4%ReducedHolders
Q4 2024139,725$9.48M2.1%−455−0.3%ReducedHolders
Q3 2024140,180$9.43M2.2%−301−0.2%ReducedHolders
Q2 2024140,481$8.53M2.1%−30,902−18.0%ReducedHolders
Q1 2024171,383$10.5M2.7%−579−0.3%ReducedHolders
Q4 2023171,962$10.7M2.9%+2,329+1.4%AddedHolders
Q3 2023169,633$9.60M2.9%−428−0.3%ReducedHolders
Q2 2023170,061$10.8M3.1%−501−0.3%ReducedHolders
Q1 2023170,562$12.0M3.7%−107−0.1%ReducedHolders
Q4 2022170,669$11.9M3.9%+3,656+2.2%AddedHolders
Q3 2022167,013$10.5M3.7%00.0%UnchangedHolders
Q2 2022167,013$12.4M4.1%00.0%UnchangedHolders
Q1 2022167,013$12.0M3.4%+4,623+2.8%AddedHolders
Q4 2021162,390$10.6M2.9%+4,624+2.9%AddedHolders
Q3 2021157,766$9.65M2.8%00.0%UnchangedHolders
Q2 2021157,766$11.2M3.1%+90.0%AddedHolders
Q1 2021157,757$11.7M3.8%––Holders

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