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PERSPECTIVE WEALTH ADVISORS LLC: REGL position timeline

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

PERSPECTIVE WEALTH ADVISORS LLC held 6,443 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 6,443 shares
    Change vs previous 13F -3,538 shares

    0.32% of the 13F portfolio, value $590,024.

    13F-HR 0001986152-26-000138 filed by PERSPECTIVE WEALTH ADVISORS 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 9,981 shares
    Change vs previous 13F +1,592 shares

    0.56% of the 13F portfolio, value $862,494.

    13F-HR 0001986152-26-000074 filed by PERSPECTIVE WEALTH ADVISORS 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 8,389 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $706,548.

    13F-HR 0001986152-26-000036 filed by PERSPECTIVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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