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Disclosery

Regal Investment Advisors LLC: CBOE position timeline

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

Regal Investment Advisors LLC held 0 CBOE 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 0 shares
    Change vs previous 13F -4,274 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,274 shares
    Change vs previous 13F -878 shares

    0.07% of the 13F portfolio, value $1,201,332.

    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 5,152 shares
    Change vs previous 13F -265 shares

    0.08% of the 13F portfolio, value $1,293,117.

    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 5,417 shares
    Change vs previous 13F -295 shares

    0.09% of the 13F portfolio, value $1,328,409.

    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 5,712 shares
    Change vs previous 13F -1,558 shares

    0.1% of the 13F portfolio, value $1,332,147.

    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 7,270 shares
    Change vs previous 13F -1,125 shares

    0.13% of the 13F portfolio, value $1,645,019.

    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 8,395 shares
    Change vs previous 13F -13,239 shares

    0.12% of the 13F portfolio, value $1,640,401.

    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 21,634 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,432,122.

    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).