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PMG Wealth Management, Inc.: REGL position timeline

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

PMG Wealth Management, Inc. held 21,390 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,390 shares
    Change vs previous 13F +101 shares

    1.21% of the 13F portfolio, value $1,958,712.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 21,289 shares
    Change vs previous 13F -3,392 shares

    1.33% of the 13F portfolio, value $1,839,562.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 24,681 shares
    Change vs previous 13F +1,020 shares

    1.52% of the 13F portfolio, value $2,078,627.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 23,661 shares
    Change vs previous 13F +64 shares

    1.53% of the 13F portfolio, value $2,014,947.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 23,597 shares
    Change vs previous 13F -22,811 shares

    1.59% of the 13F portfolio, value $1,923,959.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 46,408 shares
    Change vs previous 13F -1,570 shares

    3.98% of the 13F portfolio, value $3,742,789.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 47,978 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $3,869,889.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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