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Regal Investment Advisors LLC: MUB position timeline

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

Regal Investment Advisors LLC held 106,890 MUB 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 106,890 shares
    Change vs previous 13F +3,112 shares

    0.6% of the 13F portfolio, value $11,503,502.

    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 103,778 shares
    Change vs previous 13F +9,446 shares

    0.64% of the 13F portfolio, value $11,016,032.

    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 94,332 shares
    Change vs previous 13F +8,408 shares

    0.6% of the 13F portfolio, value $10,103,898.

    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 85,924 shares
    Change vs previous 13F +5,904 shares

    0.6% of the 13F portfolio, value $9,150,047.

    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 80,020 shares
    Change vs previous 13F -1,495 shares

    0.63% of the 13F portfolio, value $8,360,494.

    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 81,515 shares
    Change vs previous 13F -2,177 shares

    0.7% of the 13F portfolio, value $8,594,994.

    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 83,692 shares
    Change vs previous 13F +7,924 shares

    0.67% of the 13F portfolio, value $8,917,421.

    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 75,768 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,230,649.

    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).