Back to SRJN
Regent Peak Wealth Advisors LLC → SRJN
Regent Peak Wealth Advisors LLC SRJN Position History
Spire Inc. 6.375% Junior Subord • Utilities
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.5M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 30.1K | — | — |
| Q2 2026 | $2.6M | 33.0K | — | — |
| Q1 2026 | $3.5M | 38.9K | — | — |
| Q4 2025 | $3.6M | 44.0K | — | — |
| Q3 2025 | $4.1M | 49.9K | — | — |
Other funds holding SRJN
$492M
$485M
$473.7M
$449.6M
$286.1M
$276.9M
$276.4M
$271.8M
Other Regent Peak Wealth Advisors LLC positions
VGES
$95.7MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$91.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$85.7MVANGUARD TOTAL STOCK MARKET ETF
VGES
$83.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$78.4MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$39.9MISHARES CORE MSCI EAFE ETF
ETHA
$39.2MISHARES CORE MSCI EAFE ETF
AAPL
$35.9MAPPLE INC COM