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Regal Investment Advisors LLC: QQQ position timeline

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

Regal Investment Advisors LLC held 57,047 QQQ 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 57,047 shares
    Change vs previous 13F +2,131 shares

    2.18% of the 13F portfolio, value $42,008,737.

    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 54,916 shares
    Change vs previous 13F -669 shares

    1.83% of the 13F portfolio, value $31,696,094.

    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 55,585 shares
    Change vs previous 13F -7,353 shares

    2.04% of the 13F portfolio, value $34,146,934.

    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 62,938 shares
    Change vs previous 13F +941 shares

    2.46% of the 13F portfolio, value $37,786,240.

    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 61,997 shares
    Change vs previous 13F +402 shares

    2.56% of the 13F portfolio, value $34,200,408.

    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 61,595 shares
    Change vs previous 13F -3,146 shares

    2.34% of the 13F portfolio, value $28,883,431.

    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 64,741 shares
    Change vs previous 13F +1,378 shares

    2.49% of the 13F portfolio, value $33,097,719.

    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 63,363 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $30,925,771.

    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).