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Regal Investment Advisors LLC: IGSB position timeline

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

Regal Investment Advisors LLC held 86,384 IGSB 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 86,384 shares
    Change vs previous 13F -4,385 shares

    0.24% of the 13F portfolio, value $4,527,376.

    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 90,769 shares
    Change vs previous 13F +290 shares

    0.28% of the 13F portfolio, value $4,770,777.

    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 90,479 shares
    Change vs previous 13F -5,863 shares

    0.29% of the 13F portfolio, value $4,784,503.

    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 96,342 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,109,019.

    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).