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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
12,840
Value
$265.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of T by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,840$265.8K<0.1%−648−4.8%ReducedHolders
Q1 202613,488$391.0K0.1%+535+4.1%AddedHolders
Q4 202512,953$321.8K0.1%−141−1.1%ReducedHolders
Q3 202513,094$369.8K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202512,485$353.1K0.1%−507−3.9%ReducedHolders
Q4 202412,992$295.8K0.1%−4,046−23.7%ReducedHolders
Q3 202417,038$374.8K0.1%+190+1.1%AddedHolders
Q2 202416,848$322.0K0.1%−4,031−19.3%ReducedHolders
Q1 202420,879$367.5K0.1%−38−0.2%ReducedHolders
Q4 202320,917$351.0K0.1%−2,392−10.3%ReducedHolders
Q3 202323,309$350.1K0.1%+9,624+70.3%AddedHolders
Q2 202313,685$218.3K0.1%−2,255−14.1%ReducedHolders
Q1 202315,940$306.8K0.1%−4,248−21.0%ReducedHolders
Q4 202220,188$371.7K0.1%−2,352−10.4%ReducedHolders
Q3 202222,540$345.0K0.1%−2,928−11.5%ReducedHolders
Q2 202225,468$533.0K0.2%+11,103+77.3%AddedHolders
Q1 202214,365$339.0K0.1%+1,208+9.2%AddedHolders
Q4 202113,157$324.0K0.1%−5,088−27.9%ReducedHolders
Q3 202118,245$493.0K0.1%−894−4.7%ReducedHolders
Q2 202119,139$537.0K0.2%+6,228+48.2%AddedHolders
Q1 202112,911$390.0K0.1%––Holders

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