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Visionary Wealth Advisors: REGL position timeline

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

Visionary Wealth Advisors held 22,223 REGL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,223 shares
    Change vs previous 13F -1,527 shares

    0.08% of the 13F portfolio, value $2,034,935.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 23,750 shares
    Change vs previous 13F -7,063 shares

    0.09% of the 13F portfolio, value $2,052,214.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 30,813 shares
    Change vs previous 13F -44,470 shares

    0.12% of the 13F portfolio, value $2,595,048.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 75,283 shares
    Change vs previous 13F +36,158 shares

    0.3% of the 13F portfolio, value $6,424,628.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 39,125 shares
    Change vs previous 13F +17,372 shares

    0.16% of the 13F portfolio, value $3,190,035.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 21,753 shares
    Change vs previous 13F -73 shares

    0.11% of the 13F portfolio, value $1,754,357.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 21,826 shares
    Change vs previous 13F +356 shares

    0.1% of the 13F portfolio, value $1,760,463.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 21,470 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,755,794.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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