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Regal Investment Advisors LLC: GTO position timeline

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

Regal Investment Advisors LLC held 181,605 GTO 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 181,605 shares
    Change vs previous 13F +10,823 shares

    0.44% of the 13F portfolio, value $8,511,841.

    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 170,782 shares
    Change vs previous 13F +6,809 shares

    0.46% of the 13F portfolio, value $7,997,732.

    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 163,973 shares
    Change vs previous 13F +5,815 shares

    0.46% of the 13F portfolio, value $7,775,588.

    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 158,158 shares
    Change vs previous 13F +3,545 shares

    0.49% of the 13F portfolio, value $7,514,097.

    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 154,613 shares
    Change vs previous 13F +4,182 shares

    0.54% of the 13F portfolio, value $7,249,816.

    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 150,431 shares
    Change vs previous 13F +2,906 shares

    0.57% of the 13F portfolio, value $7,059,744.

    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 147,525 shares
    Change vs previous 13F +7,608 shares

    0.51% of the 13F portfolio, value $6,845,183.

    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 139,917 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,757,981.

    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).