Skip to content
Disclosery

Regal Investment Advisors LLC: SYY position timeline

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

Regal Investment Advisors LLC held 12,222 SYY 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 12,222 shares
    Change vs previous 13F +1,162 shares

    0.05% of the 13F portfolio, value $1,021,515.

    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 11,060 shares
    Change vs previous 13F -886 shares

    0.05% of the 13F portfolio, value $788,910.

    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 11,946 shares
    Change vs previous 13F -255 shares

    0.05% of the 13F portfolio, value $880,301.

    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 12,201 shares
    Change vs previous 13F -864 shares

    0.07% of the 13F portfolio, value $1,004,631.

    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 13,065 shares
    Change vs previous 13F -1,175 shares

    0.07% of the 13F portfolio, value $989,544.

    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 14,240 shares
    Change vs previous 13F -7,740 shares

    0.09% of the 13F portfolio, value $1,068,541.

    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 21,980 shares
    Change vs previous 13F +605 shares

    0.13% of the 13F portfolio, value $1,680,606.

    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 21,375 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,668,518.

    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).