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Regal Investment Advisors LLC: FDN position timeline

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

Regal Investment Advisors LLC held 24,265 FDN 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 24,265 shares
    Change vs previous 13F -1,195 shares

    0.33% of the 13F portfolio, value $6,423,300.

    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 25,460 shares
    Change vs previous 13F -280 shares

    0.34% of the 13F portfolio, value $5,958,288.

    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 25,740 shares
    Change vs previous 13F -260 shares

    0.41% of the 13F portfolio, value $6,928,694.

    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 26,000 shares
    Change vs previous 13F +127 shares

    0.47% of the 13F portfolio, value $7,275,841.

    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 25,873 shares
    Change vs previous 13F +300 shares

    0.52% of the 13F portfolio, value $6,968,376.

    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 25,573 shares
    Change vs previous 13F +1,020 shares

    0.46% of the 13F portfolio, value $5,681,042.

    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 24,553 shares
    Change vs previous 13F +432 shares

    0.45% of the 13F portfolio, value $5,970,554.

    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 24,121 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,109,552.

    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).