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Regal Investment Advisors LLC: SPYG position timeline

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

Regal Investment Advisors LLC held 22,313 SPYG 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 22,313 shares
    Change vs previous 13F +3,543 shares

    0.14% of the 13F portfolio, value $2,655,024.

    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 18,770 shares
    Change vs previous 13F +2,075 shares

    0.11% of the 13F portfolio, value $1,837,771.

    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 16,695 shares
    Change vs previous 13F -72 shares

    0.11% of the 13F portfolio, value $1,781,357.

    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 16,767 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $1,752,320.

    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 16,837 shares
    Change vs previous 13F -261 shares

    0.12% of the 13F portfolio, value $1,604,903.

    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 17,098 shares
    Change vs previous 13F -2,789 shares

    0.11% of the 13F portfolio, value $1,374,145.

    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 19,887 shares
    Change vs previous 13F -7,010 shares

    0.13% of the 13F portfolio, value $1,748,070.

    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 26,897 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,230,835.

    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).