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Core Wealth Advisors, Inc.: REGL position timeline

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

Core Wealth Advisors, Inc. held 21,804 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,804 shares
    Change vs previous 13F +799 shares

    0.4% of the 13F portfolio, value $1,996,622.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    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 21,005 shares
    Change vs previous 13F +6,350 shares

    0.43% of the 13F portfolio, value $1,815,049.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    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 14,655 shares
    Change vs previous 13F +1,964 shares

    0.32% of the 13F portfolio, value $1,234,251.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    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 12,691 shares
    Change vs previous 13F +515 shares

    0.28% of the 13F portfolio, value $1,083,051.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    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 12,176 shares
    Change vs previous 13F +1,479 shares

    0.29% of the 13F portfolio, value $992,755.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    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 10,697 shares
    Change vs previous 13F +1,965 shares

    0.27% of the 13F portfolio, value $862,744.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    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 8,732 shares
    Change vs previous 13F +955 shares

    0.23% of the 13F portfolio, value $704,354.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    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 7,777 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $636,003.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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