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Regal Investment Advisors LLC: PWB position timeline

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

Regal Investment Advisors LLC held 87,023 PWB 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 87,023 shares
    Change vs previous 13F +216 shares

    0.76% of the 13F portfolio, value $14,659,860.

    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 86,807 shares
    Change vs previous 13F -866 shares

    0.63% of the 13F portfolio, value $10,931,580.

    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 87,673 shares
    Change vs previous 13F +189 shares

    0.67% of the 13F portfolio, value $11,144,153.

    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 87,484 shares
    Change vs previous 13F -385 shares

    0.71% of the 13F portfolio, value $10,972,281.

    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 87,869 shares
    Change vs previous 13F +350 shares

    0.77% of the 13F portfolio, value $10,319,371.

    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 87,519 shares
    Change vs previous 13F +2,008 shares

    0.68% of the 13F portfolio, value $8,405,344.

    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 85,511 shares
    Change vs previous 13F +4,080 shares

    0.65% of the 13F portfolio, value $8,699,730.

    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 81,431 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,035,816.

    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).