Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- Latest filing
- Jul 10, 2026
UBSI holding history
United Bankshares 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.
UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings
- Shares (Q2 2026)
- 40,645
- Value
- $1.86M
- % of portfolio
- 0.3%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 40,645 | $1.86M | 0.3% | −2,945−6.8% | Reduced | Holders |
| Q1 2026 | 43,590 | $1.81M | 0.4% | −3,592−7.6% | Reduced | Holders |
| Q4 2025 | 47,182 | $1.81M | 0.4% | −3,500−6.9% | Reduced | Holders |
| Q3 2025 | 50,682 | $1.89M | 0.4% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 50,682 | $1.76M | 0.4% | +50,682 | New | Holders |