Regal Investment Advisors LLC: B position timeline

Regal Investment Advisors LLC held 105,879 B 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 105,879 shares

   Change vs previous 13F -3,399 shares

   0.2% of the 13F portfolio, value $3,888,949.

   13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 109,278 shares

   Change vs previous 13F +346 shares

   0.26% of the 13F portfolio, value $4,457,470.

   13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 108,932 shares

   Change vs previous 13F -21,294 shares

   0.28% of the 13F portfolio, value $4,743,970.

   13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 130,226 shares

   Change vs previous 13F -42,854 shares

   0.28% of the 13F portfolio, value $4,267,509.

   13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 173,080 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $3,603,525.

   13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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