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Regal Investment Advisors LLC: LQD position timeline

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

Regal Investment Advisors LLC held 255,073 LQD 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 255,073 shares
    Change vs previous 13F +10,427 shares

    1.45% of the 13F portfolio, value $27,820,813.

    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 244,646 shares
    Change vs previous 13F +11,298 shares

    1.54% of the 13F portfolio, value $26,664,017.

    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 233,348 shares
    Change vs previous 13F +8,361 shares

    1.54% of the 13F portfolio, value $25,712,597.

    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 224,987 shares
    Change vs previous 13F +15,773 shares

    1.63% of the 13F portfolio, value $25,079,273.

    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 209,214 shares
    Change vs previous 13F +3,046 shares

    1.72% of the 13F portfolio, value $22,931,965.

    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 206,168 shares
    Change vs previous 13F -104 shares

    1.81% of the 13F portfolio, value $22,408,382.

    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 206,272 shares
    Change vs previous 13F +10,221 shares

    1.66% of the 13F portfolio, value $22,038,122.

    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 196,051 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $22,149,845.

    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).