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Disclosery

Summit Wealth Partners, LLC: REGL position timeline

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

Summit Wealth Partners, LLC held 29,470 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,470 shares
    Change vs previous 13F -1,658 shares

    0.38% of the 13F portfolio, value $2,698,575.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 31,128 shares
    Change vs previous 13F -3,344 shares

    0.43% of the 13F portfolio, value $2,689,802.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 34,472 shares
    Change vs previous 13F -2,462 shares

    0.54% of the 13F portfolio, value $2,903,198.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, LLC
    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 36,934 shares
    Change vs previous 13F -2,461 shares

    0.57% of the 13F portfolio, value $3,151,973.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, LLC
    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 39,395 shares
    Change vs previous 13F -12,341 shares

    0.61% of the 13F portfolio, value $3,212,038.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, LLC
    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 51,736 shares
    Change vs previous 13F -4,151 shares

    0.85% of the 13F portfolio, value $4,172,544.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, LLC
    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 55,887 shares
    Change vs previous 13F -6,166 shares

    0.93% of the 13F portfolio, value $4,507,856.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, LLC
    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 62,053 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $5,074,680.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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