Smartsheet shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Smartsheet
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All positions including Smartsheet held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Smartsheet by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $569k | 10k | 55.36 |
| 2024-06-30 | $453k | 10k | 44.08 |
| 2024-03-31 | $406k | 11k | 38.50 |
| 2023-03-31 | $488k | 10k | 47.80 |