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Disclosery

Regal Investment Advisors LLC: ED position timeline

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

Regal Investment Advisors LLC held 29,375 ED 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 29,375 shares
    Change vs previous 13F -1,047 shares

    0.17% of the 13F portfolio, value $3,249,810.

    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 30,422 shares
    Change vs previous 13F -869 shares

    0.2% of the 13F portfolio, value $3,443,124.

    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 31,291 shares
    Change vs previous 13F -744 shares

    0.19% of the 13F portfolio, value $3,107,829.

    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 32,035 shares
    Change vs previous 13F +618 shares

    0.21% of the 13F portfolio, value $3,220,189.

    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 31,417 shares
    Change vs previous 13F -698 shares

    0.24% of the 13F portfolio, value $3,152,649.

    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 32,115 shares
    Change vs previous 13F -21,470 shares

    0.29% of the 13F portfolio, value $3,551,584.

    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 53,585 shares
    Change vs previous 13F +581 shares

    0.36% of the 13F portfolio, value $4,781,426.

    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 53,004 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,519,272.

    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).