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Regal Investment Advisors LLC: JPIE position timeline

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

Regal Investment Advisors LLC held 55,942 JPIE 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 55,942 shares
    Change vs previous 13F +2,690 shares

    0.13% of the 13F portfolio, value $2,576,156.

    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 53,252 shares
    Change vs previous 13F +5,491 shares

    0.14% of the 13F portfolio, value $2,453,315.

    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 47,761 shares
    Change vs previous 13F +6,472 shares

    0.13% of the 13F portfolio, value $2,210,868.

    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 41,289 shares
    Change vs previous 13F +8,503 shares

    0.12% of the 13F portfolio, value $1,916,203.

    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 32,786 shares
    Change vs previous 13F +981 shares

    0.11% of the 13F portfolio, value $1,518,673.

    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 31,805 shares
    Change vs previous 13F +17,498 shares

    0.12% of the 13F portfolio, value $1,465,239.

    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 14,307 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $652,686.

    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).