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Regal Investment Advisors LLC: FLTB position timeline

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

Regal Investment Advisors LLC held 94,389 FLTB 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 94,389 shares
    Change vs previous 13F +6,810 shares

    0.25% of the 13F portfolio, value $4,731,711.

    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 87,579 shares
    Change vs previous 13F +3,175 shares

    0.25% of the 13F portfolio, value $4,402,586.

    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 84,404 shares
    Change vs previous 13F +3,456 shares

    0.26% of the 13F portfolio, value $4,275,903.

    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 80,948 shares
    Change vs previous 13F +2,242 shares

    0.27% of the 13F portfolio, value $4,100,801.

    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 78,706 shares
    Change vs previous 13F +1,798 shares

    0.3% of the 13F portfolio, value $3,966,802.

    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 76,908 shares
    Change vs previous 13F -190 shares

    0.31% of the 13F portfolio, value $3,852,306.

    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 77,098 shares
    Change vs previous 13F +2,056 shares

    0.29% of the 13F portfolio, value $3,826,373.

    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 75,042 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,779,458.

    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).