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Disclosery

Regal Investment Advisors LLC: PSEC position timeline

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

Regal Investment Advisors LLC held 20,266 PSEC 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 20,266 shares
    Change vs previous 13F -522 shares

    <0.01% of the 13F portfolio, value $46,815.

    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 20,788 shares
    Change vs previous 13F +2,766 shares

    <0.01% of the 13F portfolio, value $54,257.

    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 18,022 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $46,678.

    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 17,867 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $49,134.

    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 18,136 shares
    Change vs previous 13F -4,466 shares

    <0.01% of the 13F portfolio, value $57,671.

    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 22,602 shares
    Change vs previous 13F -679 shares

    0.01% of the 13F portfolio, value $92,669.

    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 23,281 shares
    Change vs previous 13F -1,483 shares

    0.01% of the 13F portfolio, value $100,342.

    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 24,764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $132,485.

    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).