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Disclosery

Regis Management CO LLC: MUB position timeline

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

Regis Management CO LLC held 4,900 MUB 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 4,900 shares
    Change vs previous 13F +1,100 shares

    0.16% of the 13F portfolio, value $522,000.

    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 3,800 shares
    Change vs previous 13F +600 shares

    0.12% of the 13F portfolio, value $409,000.

    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 3,200 shares
    Change vs previous 13F -2,296 shares

    0.11% of the 13F portfolio, value $347,000.

    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 5,496 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $564,000.

    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 5,496 shares
    Change vs previous 13F -1,025 shares

    0.19% of the 13F portfolio, value $587,000.

    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 6,521 shares
    Change vs previous 13F -12,938 shares

    0.24% of the 13F portfolio, value $703,000.

    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 19,459 shares
    Change vs previous 13F -3,045 shares

    0.47% of the 13F portfolio, value $2,053,000.

    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 22,504 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,308,000.

    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).