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Regal Investment Advisors LLC: TOL position timeline

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

Regal Investment Advisors LLC held 28,279 TOL 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 28,279 shares
    Change vs previous 13F -775 shares

    0.24% of the 13F portfolio, value $4,658,899.

    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 29,054 shares
    Change vs previous 13F +243 shares

    0.23% of the 13F portfolio, value $3,965,052.

    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 28,811 shares
    Change vs previous 13F -1,427 shares

    0.23% of the 13F portfolio, value $3,895,770.

    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 30,238 shares
    Change vs previous 13F -758 shares

    0.27% of the 13F portfolio, value $4,177,045.

    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 30,996 shares
    Change vs previous 13F -1,690 shares

    0.27% of the 13F portfolio, value $3,537,555.

    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 32,686 shares
    Change vs previous 13F -7,176 shares

    0.28% of the 13F portfolio, value $3,451,295.

    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 39,862 shares
    Change vs previous 13F -106 shares

    0.38% of the 13F portfolio, value $5,020,619.

    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 39,968 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,174,697.

    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).