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Disclosery

Dogwood Wealth Management LLC: REGL position timeline

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

Dogwood Wealth Management LLC held 107,264 REGL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,264 shares
    Change vs previous 13F +10,943 shares

    3.88% of the 13F portfolio, value $9,822,187.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management 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 96,321 shares
    Change vs previous 13F +5,706 shares

    3.61% of the 13F portfolio, value $8,323,124.

    13F-HR 0002056922-26-000002 filed by Dogwood 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 ended2025-12-31
    13F 90,615 shares
    Change vs previous 13F +16,666 shares

    3.36% of the 13F portfolio, value $7,631,613.

    13F-HR 0002056922-26-000001 filed by Dogwood 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 ended2025-09-30
    13F 73,949 shares
    Change vs previous 13F +6,940 shares

    2.87% of the 13F portfolio, value $6,310,799.

    13F-HR 0002056922-25-000011 filed by Dogwood 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 ended2025-06-30
    13F 67,009 shares
    Change vs previous 13F +4,349 shares

    2.72% of the 13F portfolio, value $5,575,785.

    13F-HR 0002056922-25-000007 filed by Dogwood 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 ended2025-03-31
    13F 62,660 shares
    Change vs previous 13F +2,271 shares

    2.66% of the 13F portfolio, value $5,053,534.

    13F-HR 0002056922-25-000006 filed by Dogwood 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 ended2024-12-31
    13F 60,389 shares
    Change vs previous 13F +11,832 shares

    2.58% of the 13F portfolio, value $4,871,016.

    13F-HR 0002056922-25-000005 filed by Dogwood 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 ended2024-09-30
    13F 48,557 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,970,952.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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