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CIK 0001803329 • 5 13F filings • Apr 14, 2025 – Jul 10, 2026
Import this data to Google Sheets with:
=jivedata("regent-peak-wealth-advisors-llc-0001803329-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| Q3 2025 |
| 13F-HR |
| 0001803329-25-000014 |
| $499.2M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001803329-26-000006 | $540.1M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001803329-26-000004 | $490.3M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001803329-25-000005 | $423.6M | View |