Regal Investment Advisors LLC: GENI position timeline

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

Regal Investment Advisors LLC held 21,660 GENI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 21,660 shares
Change vs previous 13F +2,839 shares
0.01% of the 13F portfolio, value $131,260.
13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 18,821 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $83,378.
13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).