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Disclosery

Regal Investment Advisors LLC: SHM position timeline

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

Regal Investment Advisors LLC held 47,023 SHM 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 47,023 shares
    Change vs previous 13F +716 shares

    0.12% of the 13F portfolio, value $2,255,459.

    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 46,307 shares
    Change vs previous 13F +1,023 shares

    0.13% of the 13F portfolio, value $2,214,864.

    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 45,284 shares
    Change vs previous 13F +1,807 shares

    0.13% of the 13F portfolio, value $2,173,180.

    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 43,477 shares
    Change vs previous 13F +1,774 shares

    0.14% of the 13F portfolio, value $2,096,461.

    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 41,703 shares
    Change vs previous 13F +1,373 shares

    0.15% of the 13F portfolio, value $1,994,655.

    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 40,330 shares
    Change vs previous 13F +1,134 shares

    0.16% of the 13F portfolio, value $1,919,708.

    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 39,196 shares
    Change vs previous 13F -471 shares

    0.14% of the 13F portfolio, value $1,857,499.

    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 39,667 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,909,570.

    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).