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Disclosery

Regal Investment Advisors LLC: FTA position timeline

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

Regal Investment Advisors LLC held 27,881 FTA 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 27,881 shares
    Change vs previous 13F -26 shares

    0.14% of the 13F portfolio, value $2,698,830.

    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 27,907 shares
    Change vs previous 13F -110 shares

    0.15% of the 13F portfolio, value $2,577,205.

    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 28,017 shares
    Change vs previous 13F -1,008 shares

    0.14% of the 13F portfolio, value $2,413,581.

    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 29,025 shares
    Change vs previous 13F -498 shares

    0.16% of the 13F portfolio, value $2,418,538.

    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 29,523 shares
    Change vs previous 13F -1,225 shares

    0.17% of the 13F portfolio, value $2,321,361.

    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 30,748 shares
    Change vs previous 13F +29 shares

    0.19% of the 13F portfolio, value $2,358,951.

    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 30,719 shares
    Change vs previous 13F +75 shares

    0.18% of the 13F portfolio, value $2,348,803.

    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 30,644 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,424,889.

    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).