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Disclosery

Regis Management CO LLC: IYR position timeline

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

Regis Management CO LLC held 123,603 IYR shares at 2024-06-30 per its 13F-HR filed 2024-08-06.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 123,603 shares
    Change vs previous 13F +13 shares

    3.27% of the 13F portfolio, value $10,845,000.

    13F-HR 0001352776-24-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 123,590 shares
    Change vs previous 13F +8 shares

    3.38% of the 13F portfolio, value $11,111,000.

    13F-HR 0001352776-24-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 123,582 shares
    Change vs previous 13F +41 shares

    3.72% of the 13F portfolio, value $11,297,000.

    13F-HR 0001352776-24-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 123,541 shares
    Change vs previous 13F 0 shares

    3.3% of the 13F portfolio, value $9,654,000.

    13F-HR 0001352776-23-000004 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 123,541 shares
    Change vs previous 13F -1,169 shares

    3.5% of the 13F portfolio, value $10,691,000.

    13F-HR 0001352776-23-000003 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 124,710 shares
    Change vs previous 13F -22,153 shares

    3.57% of the 13F portfolio, value $10,588,000.

    13F-HR 0001352776-23-000002 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 146,863 shares
    Change vs previous 13F +1,993 shares

    2.85% of the 13F portfolio, value $12,364,000.

    13F-HR 0001352776-23-000001 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 144,870 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $11,795,000.

    13F-HR 0001352776-22-000005 filed by Regis Management CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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