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Disclosery

Regal Investment Advisors LLC: EFG position timeline

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

Regal Investment Advisors LLC held 89,583 EFG 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 89,583 shares
    Change vs previous 13F +7,411 shares

    0.58% of the 13F portfolio, value $11,146,009.

    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 82,172 shares
    Change vs previous 13F +74,488 shares

    0.53% of the 13F portfolio, value $9,151,496.

    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 7,684 shares
    Change vs previous 13F -5,873 shares

    0.05% of the 13F portfolio, value $875,350.

    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 13,557 shares
    Change vs previous 13F -36,557 shares

    0.1% of the 13F portfolio, value $1,543,879.

    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 50,114 shares
    Change vs previous 13F -8,490 shares

    0.42% of the 13F portfolio, value $5,612,671.

    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 58,604 shares
    Change vs previous 13F -39,564 shares

    0.47% of the 13F portfolio, value $5,860,427.

    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 98,168 shares
    Change vs previous 13F +11,333 shares

    0.71% of the 13F portfolio, value $9,505,679.

    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 86,835 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,347,760.

    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).