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Regal Investment Advisors LLC: FV position timeline

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

Regal Investment Advisors LLC held 173,447 FV 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 173,447 shares
    Change vs previous 13F -423 shares

    0.68% of the 13F portfolio, value $13,161,134.

    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 173,870 shares
    Change vs previous 13F +4,441 shares

    0.61% of the 13F portfolio, value $10,508,282.

    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 169,429 shares
    Change vs previous 13F +2,905 shares

    0.64% of the 13F portfolio, value $10,660,406.

    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 166,524 shares
    Change vs previous 13F +61 shares

    0.67% of the 13F portfolio, value $10,311,143.

    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 166,463 shares
    Change vs previous 13F +928 shares

    0.74% of the 13F portfolio, value $9,864,603.

    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 165,535 shares
    Change vs previous 13F +6,587 shares

    0.73% of the 13F portfolio, value $9,081,260.

    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 158,948 shares
    Change vs previous 13F +8,264 shares

    0.71% of the 13F portfolio, value $9,387,475.

    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 150,684 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $8,780,351.

    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).