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Regal Investment Advisors LLC: DUK position timeline

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

Regal Investment Advisors LLC held 45,339 DUK 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 45,339 shares
    Change vs previous 13F -1,218 shares

    0.3% of the 13F portfolio, value $5,739,004.

    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 46,557 shares
    Change vs previous 13F +1,150 shares

    0.35% of the 13F portfolio, value $6,096,218.

    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 45,407 shares
    Change vs previous 13F +3,032 shares

    0.32% of the 13F portfolio, value $5,322,126.

    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 42,375 shares
    Change vs previous 13F +13,716 shares

    0.34% of the 13F portfolio, value $5,243,872.

    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 28,659 shares
    Change vs previous 13F +3,914 shares

    0.25% of the 13F portfolio, value $3,381,782.

    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 24,745 shares
    Change vs previous 13F -6,397 shares

    0.24% of the 13F portfolio, value $3,018,164.

    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 31,142 shares
    Change vs previous 13F -3,147 shares

    0.25% of the 13F portfolio, value $3,355,263.

    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 34,289 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,953,523.

    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).