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Disclosery

Regal Investment Advisors LLC: ORCL position timeline

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

Regal Investment Advisors LLC held 9,841 ORCL 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 9,841 shares
    Change vs previous 13F +288 shares

    0.07% of the 13F portfolio, value $1,442,167.

    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 9,553 shares
    Change vs previous 13F +857 shares

    0.08% of the 13F portfolio, value $1,405,310.

    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 8,696 shares
    Change vs previous 13F +1,991 shares

    0.1% of the 13F portfolio, value $1,694,895.

    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 6,705 shares
    Change vs previous 13F +2,079 shares

    0.12% of the 13F portfolio, value $1,885,842.

    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 4,626 shares
    Change vs previous 13F -335 shares

    0.08% of the 13F portfolio, value $1,011,481.

    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 4,961 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $693,559.

    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 4,938 shares
    Change vs previous 13F -312 shares

    0.06% of the 13F portfolio, value $822,838.

    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 5,250 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $894,533.

    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).