Skip to content
Disclosery

Regal Investment Advisors LLC: OEF position timeline

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

Regal Investment Advisors LLC held 11,439 OEF 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 11,439 shares
    Change vs previous 13F -101 shares

    0.22% of the 13F portfolio, value $4,185,146.

    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 11,540 shares
    Change vs previous 13F -38,872 shares

    0.21% of the 13F portfolio, value $3,670,468.

    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 50,412 shares
    Change vs previous 13F +5,434 shares

    1.03% of the 13F portfolio, value $17,289,728.

    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 44,978 shares
    Change vs previous 13F +19,599 shares

    0.97% of the 13F portfolio, value $14,970,559.

    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 25,379 shares
    Change vs previous 13F +5,653 shares

    0.58% of the 13F portfolio, value $7,724,085.

    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 19,726 shares
    Change vs previous 13F +10,578 shares

    0.43% of the 13F portfolio, value $5,342,502.

    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 9,148 shares
    Change vs previous 13F -54 shares

    0.2% of the 13F portfolio, value $2,642,357.

    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 9,202 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,546,868.

    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).