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Regal Investment Advisors LLC: PRFZ position timeline

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

Regal Investment Advisors LLC held 179,531 PRFZ 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 179,531 shares
    Change vs previous 13F +4,584 shares

    0.52% of the 13F portfolio, value $10,012,462.

    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 174,947 shares
    Change vs previous 13F +1,055 shares

    0.46% of the 13F portfolio, value $8,024,808.

    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 173,892 shares
    Change vs previous 13F +2,983 shares

    0.48% of the 13F portfolio, value $7,979,891.

    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 170,909 shares
    Change vs previous 13F +3,264 shares

    0.51% of the 13F portfolio, value $7,762,675.

    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 167,645 shares
    Change vs previous 13F +4,343 shares

    0.51% of the 13F portfolio, value $6,818,114.

    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 163,302 shares
    Change vs previous 13F +13,684 shares

    0.5% of the 13F portfolio, value $6,182,604.

    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 149,618 shares
    Change vs previous 13F +9,127 shares

    0.47% of the 13F portfolio, value $6,225,589.

    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 140,491 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,837,410.

    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).