Skip to content
Disclosery

Regal Investment Advisors LLC: CPAY position timeline

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

Regal Investment Advisors LLC held 13,515 CPAY 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 13,515 shares
    Change vs previous 13F -261 shares

    0.23% of the 13F portfolio, value $4,504,145.

    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 13,776 shares
    Change vs previous 13F +34 shares

    0.23% of the 13F portfolio, value $4,008,679.

    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 13,742 shares
    Change vs previous 13F +4,281 shares

    0.25% of the 13F portfolio, value $4,135,382.

    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 9,461 shares
    Change vs previous 13F -228 shares

    0.18% of the 13F portfolio, value $2,725,336.

    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 9,689 shares
    Change vs previous 13F -675 shares

    0.24% of the 13F portfolio, value $3,215,005.

    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 10,364 shares
    Change vs previous 13F -6,170 shares

    0.29% of the 13F portfolio, value $3,614,135.

    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 16,534 shares
    Change vs previous 13F -240 shares

    0.42% of the 13F portfolio, value $5,595,437.

    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 16,774 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,246,238.

    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).