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Regal Investment Advisors LLC: MBB position timeline

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

Regal Investment Advisors LLC held 90,635 MBB 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 90,635 shares
    Change vs previous 13F +12,749 shares

    0.45% of the 13F portfolio, value $8,566,777.

    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 77,886 shares
    Change vs previous 13F +1,044 shares

    0.43% of the 13F portfolio, value $7,395,279.

    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 76,842 shares
    Change vs previous 13F +4,887 shares

    0.44% of the 13F portfolio, value $7,316,922.

    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 71,955 shares
    Change vs previous 13F +1,326 shares

    0.45% of the 13F portfolio, value $6,846,505.

    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 70,629 shares
    Change vs previous 13F -425 shares

    0.5% of the 13F portfolio, value $6,631,274.

    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 71,054 shares
    Change vs previous 13F -13,748 shares

    0.54% of the 13F portfolio, value $6,663,496.

    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 84,802 shares
    Change vs previous 13F +11,861 shares

    0.58% of the 13F portfolio, value $7,774,653.

    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 72,941 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,988,466.

    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).