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Regal Investment Advisors LLC: RLY position timeline

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

Regal Investment Advisors LLC held 68,207 RLY 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 68,207 shares
    Change vs previous 13F +195 shares

    0.12% of the 13F portfolio, value $2,353,843.

    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 68,012 shares
    Change vs previous 13F -6,255 shares

    0.14% of the 13F portfolio, value $2,458,619.

    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 74,267 shares
    Change vs previous 13F -1,003 shares

    0.14% of the 13F portfolio, value $2,335,709.

    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 75,270 shares
    Change vs previous 13F -3,066 shares

    0.15% of the 13F portfolio, value $2,324,335.

    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 78,336 shares
    Change vs previous 13F -2,593 shares

    0.17% of the 13F portfolio, value $2,278,788.

    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 80,929 shares
    Change vs previous 13F +529 shares

    0.19% of the 13F portfolio, value $2,309,730.

    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 80,400 shares
    Change vs previous 13F -2,708 shares

    0.16% of the 13F portfolio, value $2,172,423.

    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 83,108 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,388,536.

    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).