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Regal Investment Advisors LLC: PFE position timeline

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

Regal Investment Advisors LLC held 378,806 PFE 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 378,806 shares
    Change vs previous 13F -8,511 shares

    0.47% of the 13F portfolio, value $9,121,655.

    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 387,317 shares
    Change vs previous 13F +20,784 shares

    0.63% of the 13F portfolio, value $10,875,850.

    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 366,533 shares
    Change vs previous 13F +16,599 shares

    0.55% of the 13F portfolio, value $9,126,685.

    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 349,934 shares
    Change vs previous 13F +36,352 shares

    0.58% of the 13F portfolio, value $8,916,319.

    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 313,582 shares
    Change vs previous 13F +25,007 shares

    0.57% of the 13F portfolio, value $7,601,227.

    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 288,575 shares
    Change vs previous 13F -26,350 shares

    0.59% of the 13F portfolio, value $7,312,493.

    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 314,925 shares
    Change vs previous 13F -4,307 shares

    0.63% of the 13F portfolio, value $8,354,958.

    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 319,232 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,238,571.

    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).