Regan Floating Rate Mbs shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Regan Floating Rate Mbs
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Quarterly reported holdings in Regan Floating Rate Mbs by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 20k | 25.47 |
| 2025-06-30 | $742k | 29k | 25.52 |
| 2025-03-31 | $836k | 33k | 25.46 |
| 2024-12-31 | $885k | 35k | 25.40 |
| 2024-09-30 | $883k | 35k | 25.63 |
| 2024-06-30 | $874k | 35k | 25.34 |
| 2024-03-31 | $752k | 30k | 25.28 |