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Regal Investment Advisors LLC: PG position timeline

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

Regal Investment Advisors LLC held 70,664 PG 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 70,664 shares
    Change vs previous 13F -3,239 shares

    0.54% of the 13F portfolio, value $10,362,156.

    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 73,903 shares
    Change vs previous 13F +68 shares

    0.62% of the 13F portfolio, value $10,674,489.

    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 73,835 shares
    Change vs previous 13F +342 shares

    0.63% of the 13F portfolio, value $10,581,247.

    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 73,493 shares
    Change vs previous 13F -753 shares

    0.74% of the 13F portfolio, value $11,292,141.

    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 74,246 shares
    Change vs previous 13F +1,520 shares

    0.89% of the 13F portfolio, value $11,828,827.

    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 72,726 shares
    Change vs previous 13F -24,547 shares

    1% of the 13F portfolio, value $12,393,915.

    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 97,273 shares
    Change vs previous 13F +558 shares

    1.23% of the 13F portfolio, value $16,307,782.

    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 96,715 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $16,751,046.

    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).