Regal Investment Advisors LLC: BF-B position timeline

Regal Investment Advisors LLC held 98,638 BF-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 98,638 shares

   Change vs previous 13F -1,924 shares

   0.14% of the 13F portfolio, value $2,628,713.

   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 100,562 shares

   Change vs previous 13F +50,104 shares

   0.15% of the 13F portfolio, value $2,658,858.

   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 50,458 shares

   Change vs previous 13F +4,219 shares

   0.08% of the 13F portfolio, value $1,314,937.

   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 46,239 shares

   Change vs previous 13F -923 shares

   0.08% of the 13F portfolio, value $1,252,153.

   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 47,162 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $1,269,131.

   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).