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Regal Investment Advisors LLC: CME position timeline

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

Regal Investment Advisors LLC held 6,538 CME 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 6,538 shares
    Change vs previous 13F +409 shares

    0.08% of the 13F portfolio, value $1,443,826.

    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 6,129 shares
    Change vs previous 13F +703 shares

    0.1% of the 13F portfolio, value $1,810,206.

    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 5,426 shares
    Change vs previous 13F -3,917 shares

    0.09% of the 13F portfolio, value $1,481,772.

    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 9,343 shares
    Change vs previous 13F -255 shares

    0.16% of the 13F portfolio, value $2,524,460.

    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 9,598 shares
    Change vs previous 13F -3,732 shares

    0.2% of the 13F portfolio, value $2,645,310.

    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 13,330 shares
    Change vs previous 13F -6,304 shares

    0.29% of the 13F portfolio, value $3,536,303.

    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 19,634 shares
    Change vs previous 13F -288 shares

    0.34% of the 13F portfolio, value $4,559,696.

    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 19,922 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,395,864.

    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).