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Regal Investment Advisors LLC: ESGU position timeline

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

Regal Investment Advisors LLC held 15,604 ESGU 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 15,604 shares
    Change vs previous 13F -180 shares

    0.13% of the 13F portfolio, value $2,553,969.

    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 15,784 shares
    Change vs previous 13F -137 shares

    0.13% of the 13F portfolio, value $2,232,227.

    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 15,921 shares
    Change vs previous 13F -1,743 shares

    0.14% of the 13F portfolio, value $2,371,923.

    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 17,664 shares
    Change vs previous 13F +2,862 shares

    0.17% of the 13F portfolio, value $2,571,890.

    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 14,802 shares
    Change vs previous 13F -2,717 shares

    0.15% of the 13F portfolio, value $2,002,721.

    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 17,519 shares
    Change vs previous 13F +1,510 shares

    0.17% of the 13F portfolio, value $2,135,755.

    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 16,009 shares
    Change vs previous 13F +38 shares

    0.16% of the 13F portfolio, value $2,062,293.

    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 15,971 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,015,233.

    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).