Skip to content
Disclosery

Regal Investment Advisors LLC: MDT position timeline

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

Regal Investment Advisors LLC held 96,561 MDT 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 96,561 shares
    Change vs previous 13F -4,950 shares

    0.39% of the 13F portfolio, value $7,554,095.

    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 101,511 shares
    Change vs previous 13F +2,884 shares

    0.51% of the 13F portfolio, value $8,796,084.

    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 98,627 shares
    Change vs previous 13F +7,755 shares

    0.57% of the 13F portfolio, value $9,474,298.

    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 90,872 shares
    Change vs previous 13F -40 shares

    0.56% of the 13F portfolio, value $8,654,879.

    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 90,912 shares
    Change vs previous 13F +274 shares

    0.59% of the 13F portfolio, value $7,925,043.

    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 90,638 shares
    Change vs previous 13F -24,410 shares

    0.66% of the 13F portfolio, value $8,144,977.

    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 115,048 shares
    Change vs previous 13F +1,491 shares

    0.69% of the 13F portfolio, value $9,190,207.

    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 113,557 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,223,769.

    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).