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Regal Investment Advisors LLC: QUAL position timeline

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

Regal Investment Advisors LLC held 18,055 QUAL 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 18,055 shares
    Change vs previous 13F -33,494 shares

    0.21% of the 13F portfolio, value $3,961,868.

    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 51,549 shares
    Change vs previous 13F +3,765 shares

    0.57% of the 13F portfolio, value $9,887,596.

    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 47,784 shares
    Change vs previous 13F -24,725 shares

    0.57% of the 13F portfolio, value $9,490,851.

    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 72,509 shares
    Change vs previous 13F -23,198 shares

    0.92% of the 13F portfolio, value $14,102,910.

    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 95,707 shares
    Change vs previous 13F +1,097 shares

    1.31% of the 13F portfolio, value $17,497,264.

    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 94,610 shares
    Change vs previous 13F -646 shares

    1.31% of the 13F portfolio, value $16,167,814.

    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 95,256 shares
    Change vs previous 13F +1,251 shares

    1.27% of the 13F portfolio, value $16,963,225.

    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 94,005 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $16,855,088.

    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).