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Regal Investment Advisors LLC: USXF position timeline

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

Regal Investment Advisors LLC held 14,110 USXF 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 14,110 shares
    Change vs previous 13F +244 shares

    0.05% of the 13F portfolio, value $979,940.

    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 13,866 shares
    Change vs previous 13F -435 shares

    0.04% of the 13F portfolio, value $765,404.

    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 14,301 shares
    Change vs previous 13F -231 shares

    0.05% of the 13F portfolio, value $823,452.

    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 14,532 shares
    Change vs previous 13F -6,306 shares

    0.05% of the 13F portfolio, value $832,830.

    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 20,838 shares
    Change vs previous 13F -6,821 shares

    0.08% of the 13F portfolio, value $1,123,795.

    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 27,659 shares
    Change vs previous 13F +2,198 shares

    0.1% of the 13F portfolio, value $1,290,847.

    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 25,461 shares
    Change vs previous 13F +3,199 shares

    0.1% of the 13F portfolio, value $1,265,921.

    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 22,262 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,092,620.

    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).