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Regal Investment Advisors LLC: HD position timeline

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

Regal Investment Advisors LLC held 3,560 HD 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 3,560 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $1,255,438.

    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 3,528 shares
    Change vs previous 13F +121 shares

    0.07% of the 13F portfolio, value $1,160,344.

    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 3,407 shares
    Change vs previous 13F -1,677 shares

    0.07% of the 13F portfolio, value $1,172,235.

    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 5,084 shares
    Change vs previous 13F +242 shares

    0.13% of the 13F portfolio, value $2,059,842.

    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 4,842 shares
    Change vs previous 13F +826 shares

    0.13% of the 13F portfolio, value $1,775,438.

    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 4,016 shares
    Change vs previous 13F -1,029 shares

    0.12% of the 13F portfolio, value $1,471,982.

    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 5,045 shares
    Change vs previous 13F -715 shares

    0.15% of the 13F portfolio, value $1,962,611.

    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 5,760 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,334,113.

    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).