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Disclosery

Regal Investment Advisors LLC: IJR position timeline

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

Regal Investment Advisors LLC held 124,445 IJR 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 124,445 shares
    Change vs previous 13F +2,242 shares

    0.96% of the 13F portfolio, value $18,456,440.

    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 122,203 shares
    Change vs previous 13F -3 shares

    0.88% of the 13F portfolio, value $15,191,010.

    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 122,206 shares
    Change vs previous 13F +3,112 shares

    0.88% of the 13F portfolio, value $14,686,679.

    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 119,094 shares
    Change vs previous 13F -1,377 shares

    0.92% of the 13F portfolio, value $14,151,977.

    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 120,471 shares
    Change vs previous 13F -2,527 shares

    0.99% of the 13F portfolio, value $13,166,259.

    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 122,998 shares
    Change vs previous 13F +1,185 shares

    1.04% of the 13F portfolio, value $12,861,868.

    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 121,813 shares
    Change vs previous 13F +5,999 shares

    1.05% of the 13F portfolio, value $14,035,220.

    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 115,814 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $13,545,675.

    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).