Regal Investment Advisors LLC: HEI position timeline

Regal Investment Advisors LLC held 3,123 HEI 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 3,123 shares

   Change vs previous 13F -444 shares

   0.06% of the 13F portfolio, value $1,112,382.

   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).

2. period ended2026-03-31

   13F 3,567 shares

   Change vs previous 13F +450 shares

   0.06% of the 13F portfolio, value $978,072.

   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).

3. period ended2025-12-31

   13F 3,117 shares

   Change vs previous 13F -69 shares

   0.06% of the 13F portfolio, value $1,008,631.

   13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,186 shares

   Change vs previous 13F +222 shares

   0.07% of the 13F portfolio, value $1,028,505.

   13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,964 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $972,192.

   13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).