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Regal Investment Advisors LLC: FIS position timeline

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

Regal Investment Advisors LLC held 69,699 FIS 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 69,699 shares
    Change vs previous 13F +9,494 shares

    0.14% of the 13F portfolio, value $2,709,881.

    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 60,205 shares
    Change vs previous 13F +3,394 shares

    0.16% of the 13F portfolio, value $2,824,200.

    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 56,811 shares
    Change vs previous 13F +4,607 shares

    0.23% of the 13F portfolio, value $3,775,668.

    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 52,204 shares
    Change vs previous 13F -504 shares

    0.22% of the 13F portfolio, value $3,442,317.

    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 52,708 shares
    Change vs previous 13F -3,502 shares

    0.32% of the 13F portfolio, value $4,290,978.

    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 56,210 shares
    Change vs previous 13F -7,286 shares

    0.34% of the 13F portfolio, value $4,197,743.

    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 63,496 shares
    Change vs previous 13F -857 shares

    0.39% of the 13F portfolio, value $5,128,553.

    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 64,353 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,389,553.

    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).