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Disclosery

Regal Investment Advisors LLC: ESGE position timeline

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

Regal Investment Advisors LLC held 12,540 ESGE 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 12,540 shares
    Change vs previous 13F -3,274 shares

    0.04% of the 13F portfolio, value $685,827.

    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 15,814 shares
    Change vs previous 13F -2,602 shares

    0.04% of the 13F portfolio, value $719,074.

    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 18,416 shares
    Change vs previous 13F +3,031 shares

    0.05% of the 13F portfolio, value $813,447.

    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 15,385 shares
    Change vs previous 13F +1,040 shares

    0.04% of the 13F portfolio, value $668,029.

    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 14,345 shares
    Change vs previous 13F +431 shares

    0.04% of the 13F portfolio, value $561,905.

    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 13,914 shares
    Change vs previous 13F +304 shares

    0.04% of the 13F portfolio, value $486,304.

    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 13,610 shares
    Change vs previous 13F +440 shares

    0.03% of the 13F portfolio, value $454,447.

    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 13,170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $479,530.

    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).