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Regal Investment Advisors LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on AAPL, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 125,654 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,654 shares
    Change vs previous 13F -1,544 shares

    1.89% of the 13F portfolio, value $36,359,157.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors 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 127,198 shares
    Change vs previous 13F -273 shares

    1.86% of the 13F portfolio, value $32,281,681.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors 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 127,471 shares
    Change vs previous 13F -473 shares

    2.07% of the 13F portfolio, value $34,654,274.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors 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 127,944 shares
    Change vs previous 13F +3,845 shares

    2.12% of the 13F portfolio, value $32,578,272.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors 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 124,099 shares
    Change vs previous 13F +198 shares

    1.91% of the 13F portfolio, value $25,461,448.

    13F-HR 0001559789-25-000003 filed by Regal Investment Advisors 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 123,901 shares
    Change vs previous 13F -4,590 shares

    2.23% of the 13F portfolio, value $27,522,199.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors 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 128,491 shares
    Change vs previous 13F -5,618 shares

    2.42% of the 13F portfolio, value $32,176,806.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors 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 134,109 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $31,247,514.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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