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LMG Wealth Partners, LLC: REGL position timeline

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

LMG Wealth Partners, LLC held 46,369 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,369 shares
    Change vs previous 13F +3,648 shares

    0.68% of the 13F portfolio, value $4,246,009.

    13F-HR 0001951757-26-001238 filed by LMG Wealth 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 42,721 shares
    Change vs previous 13F +3,475 shares

    0.67% of the 13F portfolio, value $3,691,522.

    13F-HR 0001951757-26-000637 filed by LMG Wealth 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 39,246 shares
    Change vs previous 13F +730 shares

    0.62% of the 13F portfolio, value $3,305,298.

    13F-HR 0001951757-26-000338 filed by LMG Wealth 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 38,516 shares
    Change vs previous 13F +47 shares

    0.61% of the 13F portfolio, value $3,286,955.

    13F-HR 0001951757-25-001389 filed by LMG Wealth 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 38,469 shares
    Change vs previous 13F -373 shares

    0.64% of the 13F portfolio, value $3,136,570.

    13F-HR 0001951757-25-000995 filed by LMG Wealth 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 38,842 shares
    Change vs previous 13F -124 shares

    0.7% of the 13F portfolio, value $3,132,607.

    13F-HR 0001951757-25-000493 filed by LMG Wealth 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 38,966 shares
    Change vs previous 13F -61,997 shares

    0.69% of the 13F portfolio, value $3,142,998.

    13F-HR 0001951757-25-000167 filed by LMG Wealth 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 100,963 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $8,256,754.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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