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Regal Investment Advisors LLC: SPY position timeline

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

Regal Investment Advisors LLC held 47,879 SPY 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 47,879 shares
    Change vs previous 13F +1,137 shares

    1.86% of the 13F portfolio, value $35,754,542.

    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 46,742 shares
    Change vs previous 13F -1,319 shares

    1.75% of the 13F portfolio, value $30,398,283.

    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 48,061 shares
    Change vs previous 13F +602 shares

    1.96% of the 13F portfolio, value $32,774,064.

    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 47,459 shares
    Change vs previous 13F +1,501 shares

    2.06% of the 13F portfolio, value $31,615,963.

    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 45,958 shares
    Change vs previous 13F -356 shares

    2.13% of the 13F portfolio, value $28,395,317.

    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 46,314 shares
    Change vs previous 13F +4,438 shares

    2.1% of the 13F portfolio, value $25,907,741.

    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 41,876 shares
    Change vs previous 13F +953 shares

    1.84% of the 13F portfolio, value $24,542,640.

    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 40,923 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $23,480,136.

    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).