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Regal Investment Advisors LLC: MTUM position timeline

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

Regal Investment Advisors LLC held 36,766 MTUM 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 36,766 shares
    Change vs previous 13F -1,693 shares

    0.65% of the 13F portfolio, value $12,604,432.

    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 38,459 shares
    Change vs previous 13F +2,704 shares

    0.53% of the 13F portfolio, value $9,229,799.

    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 35,755 shares
    Change vs previous 13F +14,901 shares

    0.54% of the 13F portfolio, value $8,949,688.

    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 20,854 shares
    Change vs previous 13F +4,515 shares

    0.35% of the 13F portfolio, value $5,347,778.

    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 16,339 shares
    Change vs previous 13F -249 shares

    0.29% of the 13F portfolio, value $3,926,704.

    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 16,588 shares
    Change vs previous 13F -2,127 shares

    0.27% of the 13F portfolio, value $3,352,924.

    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 18,715 shares
    Change vs previous 13F +15,385 shares

    0.29% of the 13F portfolio, value $3,872,518.

    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 3,330 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $675,186.

    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).