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Regal Investment Advisors LLC: MSFT position timeline

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

Regal Investment Advisors LLC held 61,204 MSFT 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 61,204 shares
    Change vs previous 13F +915 shares

    1.19% of the 13F portfolio, value $22,830,406.

    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 60,289 shares
    Change vs previous 13F +5,745 shares

    1.29% of the 13F portfolio, value $22,317,201.

    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 54,544 shares
    Change vs previous 13F +1,654 shares

    1.58% of the 13F portfolio, value $26,378,360.

    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 52,890 shares
    Change vs previous 13F +1,317 shares

    1.78% of the 13F portfolio, value $27,394,309.

    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 51,573 shares
    Change vs previous 13F +4,383 shares

    1.92% of the 13F portfolio, value $25,652,927.

    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 47,190 shares
    Change vs previous 13F -9,357 shares

    1.43% of the 13F portfolio, value $17,714,630.

    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 56,547 shares
    Change vs previous 13F -3,860 shares

    1.79% of the 13F portfolio, value $23,834,738.

    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 60,407 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $25,992,992.

    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).