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Regal Investment Advisors LLC: PEP position timeline

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

Regal Investment Advisors LLC held 30,450 PEP 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 30,450 shares
    Change vs previous 13F -36 shares

    0.21% of the 13F portfolio, value $4,122,954.

    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 30,486 shares
    Change vs previous 13F +1,667 shares

    0.27% of the 13F portfolio, value $4,734,165.

    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 28,819 shares
    Change vs previous 13F +1,618 shares

    0.25% of the 13F portfolio, value $4,136,167.

    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 27,201 shares
    Change vs previous 13F +5,986 shares

    0.25% of the 13F portfolio, value $3,820,170.

    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 21,215 shares
    Change vs previous 13F -64 shares

    0.21% of the 13F portfolio, value $2,801,237.

    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 21,279 shares
    Change vs previous 13F -6,837 shares

    0.26% of the 13F portfolio, value $3,190,553.

    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 28,116 shares
    Change vs previous 13F -955 shares

    0.32% of the 13F portfolio, value $4,275,371.

    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 29,071 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,943,587.

    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).