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Regal Investment Advisors LLC: CRWD position timeline

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

Regal Investment Advisors LLC held 3,531 CRWD 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 3,531 shares
    Change vs previous 13F +109 shares

    0.14% of the 13F portfolio, value $2,694,742.

    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 3,422 shares
    Change vs previous 13F -655 shares

    0.08% of the 13F portfolio, value $1,336,000.

    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 4,077 shares
    Change vs previous 13F +508 shares

    0.11% of the 13F portfolio, value $1,910,916.

    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 3,569 shares
    Change vs previous 13F +208 shares

    0.11% of the 13F portfolio, value $1,749,922.

    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 3,361 shares
    Change vs previous 13F +108 shares

    0.13% of the 13F portfolio, value $1,711,538.

    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 3,253 shares
    Change vs previous 13F +303 shares

    0.09% of the 13F portfolio, value $1,146,943.

    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 2,950 shares
    Change vs previous 13F -63 shares

    0.08% of the 13F portfolio, value $1,009,373.

    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 3,013 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $845,057.

    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).