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Northwest Financial Advisors: REGL position timeline

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

Northwest Financial Advisors held 8,595 REGL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,595 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $787,001.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 8,588 shares
    Change vs previous 13F -231 shares

    1.43% of the 13F portfolio, value $742,097.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 8,819 shares
    Change vs previous 13F -1,119 shares

    1.53% of the 13F portfolio, value $742,696.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 9,938 shares
    Change vs previous 13F -640 shares

    1.09% of the 13F portfolio, value $848,068.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 10,578 shares
    Change vs previous 13F -231 shares

    1.2% of the 13F portfolio, value $862,436.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 10,809 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $871,732.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 10,809 shares
    Change vs previous 13F +14 shares

    0.72% of the 13F portfolio, value $871,837.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 10,795 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $882,803.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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