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Disclosery

Connecticut Wealth Management, LLC: REGL position timeline

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

Connecticut Wealth Management, LLC held 49,832 REGL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,832 shares
    Change vs previous 13F -1,559 shares

    0.16% of the 13F portfolio, value $4,309,471.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,391 shares
    Change vs previous 13F -8,830 shares

    0.17% of the 13F portfolio, value $4,705,874.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 60,221 shares
    Change vs previous 13F -3,854 shares

    0.22% of the 13F portfolio, value $5,203,697.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 64,075 shares
    Change vs previous 13F -10,940 shares

    0.23% of the 13F portfolio, value $5,396,383.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 75,015 shares
    Change vs previous 13F -1,419 shares

    0.28% of the 13F portfolio, value $6,401,767.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 76,434 shares
    Change vs previous 13F -1,596 shares

    0.3% of the 13F portfolio, value $6,232,033.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 78,030 shares
    Change vs previous 13F +78,030 shares

    0.33% of the 13F portfolio, value $6,293,103.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.