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Disclosery

Cascade Financial Partners, LLC: REGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on REGL, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 61,148 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,148 shares
    Change vs previous 13F +4,660 shares

    0.49% of the 13F portfolio, value $5,599,322.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
    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 56,488 shares
    Change vs previous 13F +1,723 shares

    0.5% of the 13F portfolio, value $4,881,128.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
    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 54,765 shares
    Change vs previous 13F +2,912 shares

    0.47% of the 13F portfolio, value $4,612,308.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
    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 51,853 shares
    Change vs previous 13F -1,672 shares

    0.51% of the 13F portfolio, value $4,425,135.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
    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 53,525 shares
    Change vs previous 13F -1,449 shares

    0.52% of the 13F portfolio, value $4,364,161.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    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 54,974 shares
    Change vs previous 13F +7,971 shares

    0.56% of the 13F portfolio, value $4,433,653.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    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 47,003 shares
    Change vs previous 13F +2,488 shares

    0.49% of the 13F portfolio, value $3,791,262.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    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 44,515 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,648,449.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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