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Regal Investment Advisors LLC: FYX position timeline

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

Regal Investment Advisors LLC held 29,983 FYX 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 29,983 shares
    Change vs previous 13F -535 shares

    0.22% of the 13F portfolio, value $4,326,513.

    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 30,518 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $3,642,515.

    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 30,516 shares
    Change vs previous 13F -79 shares

    0.21% of the 13F portfolio, value $3,452,570.

    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 30,595 shares
    Change vs previous 13F -326 shares

    0.22% of the 13F portfolio, value $3,334,304.

    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 30,921 shares
    Change vs previous 13F -860 shares

    0.23% of the 13F portfolio, value $3,008,015.

    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 31,781 shares
    Change vs previous 13F +1,040 shares

    0.23% of the 13F portfolio, value $2,863,134.

    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 30,741 shares
    Change vs previous 13F +410 shares

    0.23% of the 13F portfolio, value $3,106,668.

    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 30,331 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,018,828.

    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).