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Regal Investment Advisors LLC: FLOT position timeline

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

Regal Investment Advisors LLC held 107,071 FLOT 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 107,071 shares
    Change vs previous 13F +3,972 shares

    0.28% of the 13F portfolio, value $5,465,976.

    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 103,099 shares
    Change vs previous 13F +5,042 shares

    0.3% of the 13F portfolio, value $5,252,898.

    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 98,057 shares
    Change vs previous 13F +4,483 shares

    0.3% of the 13F portfolio, value $4,987,175.

    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 93,574 shares
    Change vs previous 13F +2,654 shares

    0.31% of the 13F portfolio, value $4,780,224.

    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 90,920 shares
    Change vs previous 13F +1,109 shares

    0.35% of the 13F portfolio, value $4,638,734.

    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 89,811 shares
    Change vs previous 13F +831 shares

    0.37% of the 13F portfolio, value $4,584,858.

    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 88,980 shares
    Change vs previous 13F +5,638 shares

    0.34% of the 13F portfolio, value $4,527,308.

    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 83,342 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,253,777.

    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).