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Regal Investment Advisors LLC: JBND position timeline

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

Regal Investment Advisors LLC held 54,959 JBND 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 54,959 shares
    Change vs previous 13F +6,180 shares

    0.15% of the 13F portfolio, value $2,940,327.

    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 48,779 shares
    Change vs previous 13F +6,833 shares

    0.15% of the 13F portfolio, value $2,622,846.

    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 41,946 shares
    Change vs previous 13F +26,824 shares

    0.14% of the 13F portfolio, value $2,268,032.

    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 15,122 shares
    Change vs previous 13F +3,271 shares

    0.05% of the 13F portfolio, value $819,023.

    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 11,851 shares
    Change vs previous 13F +210 shares

    0.05% of the 13F portfolio, value $635,101.

    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 11,641 shares
    Change vs previous 13F +2,753 shares

    0.05% of the 13F portfolio, value $623,009.

    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 8,888 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $464,384.

    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).