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Disclosery

Apriem Advisors: REGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on REGN, newest first. How the timeline and the estimate are built.

Apriem Advisors held 434 REGN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 434 shares
    Change vs previous 13F -7,722 shares

    0.02% of the 13F portfolio, value $270,616.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,156 shares
    Change vs previous 13F -428 shares

    0.6% of the 13F portfolio, value $6,301,652.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,584 shares
    Change vs previous 13F -64 shares

    0.61% of the 13F portfolio, value $6,625,732.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,648 shares
    Change vs previous 13F -469 shares

    0.46% of the 13F portfolio, value $4,862,511.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,117 shares
    Change vs previous 13F -3,319 shares

    0.51% of the 13F portfolio, value $4,786,425.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,436 shares
    Change vs previous 13F -2,058 shares

    0.92% of the 13F portfolio, value $7,887,284.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,494 shares
    Change vs previous 13F -1,033 shares

    1.18% of the 13F portfolio, value $10,324,511.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,527 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $16,322,603.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).