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Regal Investment Advisors LLC: PFF position timeline

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

Regal Investment Advisors LLC held 226,182 PFF 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 226,182 shares
    Change vs previous 13F -14,535 shares

    0.36% of the 13F portfolio, value $6,896,301.

    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 240,717 shares
    Change vs previous 13F +8,781 shares

    0.42% of the 13F portfolio, value $7,298,546.

    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 231,936 shares
    Change vs previous 13F +367 shares

    0.43% of the 13F portfolio, value $7,180,749.

    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 231,569 shares
    Change vs previous 13F -179,070 shares

    0.48% of the 13F portfolio, value $7,322,227.

    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 410,639 shares
    Change vs previous 13F -2,713 shares

    0.94% of the 13F portfolio, value $12,598,401.

    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 413,352 shares
    Change vs previous 13F +91,286 shares

    1.03% of the 13F portfolio, value $12,702,315.

    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 322,066 shares
    Change vs previous 13F -13,745 shares

    0.76% of the 13F portfolio, value $10,125,736.

    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 335,811 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $11,158,992.

    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).