Skip to content
Disclosery

Modern Wealth Management, LLC: REGL position timeline

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

Modern Wealth Management, LLC held 259,799 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,799 shares
    Change vs previous 13F +152,297 shares

    0.28% of the 13F portfolio, value $23,789,751.

    13F-HR 0002001900-26-000007 filed by Modern 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 107,502 shares
    Change vs previous 13F +11,308 shares

    0.16% of the 13F portfolio, value $9,331,198.

    13F-HR 0002001900-26-000006 filed by Modern 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 96,194 shares
    Change vs previous 13F +18,987 shares

    0.15% of the 13F portfolio, value $8,101,436.

    13F-HR 0002001900-26-000001 filed by Modern 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 77,207 shares
    Change vs previous 13F +13,892 shares

    0.13% of the 13F portfolio, value $6,588,822.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 63,315 shares
    Change vs previous 13F +4,241 shares

    0.13% of the 13F portfolio, value $5,162,374.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 59,074 shares
    Change vs previous 13F +1,908 shares

    0.15% of the 13F portfolio, value $4,764,355.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 57,166 shares
    Change vs previous 13F +14,941 shares

    0.17% of the 13F portfolio, value $4,611,032.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 42,225 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,453,151.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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