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Disclosery

Regal Investment Advisors LLC: SHV position timeline

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

Regal Investment Advisors LLC held 29,351 SHV 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 29,351 shares
    Change vs previous 13F -13,160 shares

    0.17% of the 13F portfolio, value $3,238,854.

    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 42,511 shares
    Change vs previous 13F +27,104 shares

    0.27% of the 13F portfolio, value $4,692,737.

    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 15,407 shares
    Change vs previous 13F +6,716 shares

    0.1% of the 13F portfolio, value $1,697,127.

    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 8,691 shares
    Change vs previous 13F -217 shares

    0.06% of the 13F portfolio, value $960,246.

    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 8,908 shares
    Change vs previous 13F -146 shares

    0.07% of the 13F portfolio, value $983,622.

    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 9,054 shares
    Change vs previous 13F -1,630 shares

    0.08% of the 13F portfolio, value $1,000,058.

    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 10,684 shares
    Change vs previous 13F -425 shares

    0.09% of the 13F portfolio, value $1,176,369.

    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 11,109 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,228,993.

    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).