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Regal Investment Advisors LLC: WMT position timeline

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

Regal Investment Advisors LLC held 76,908 WMT 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 76,908 shares
    Change vs previous 13F -3,295 shares

    0.45% of the 13F portfolio, value $8,710,623.

    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 80,203 shares
    Change vs previous 13F -901 shares

    0.58% of the 13F portfolio, value $9,967,606.

    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 81,104 shares
    Change vs previous 13F +12,460 shares

    0.54% of the 13F portfolio, value $9,035,749.

    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 68,644 shares
    Change vs previous 13F +5,239 shares

    0.46% of the 13F portfolio, value $7,074,407.

    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 63,405 shares
    Change vs previous 13F +1,368 shares

    0.46% of the 13F portfolio, value $6,199,720.

    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 62,037 shares
    Change vs previous 13F -19,563 shares

    0.44% of the 13F portfolio, value $5,446,258.

    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 81,600 shares
    Change vs previous 13F -3,957 shares

    0.55% of the 13F portfolio, value $7,372,555.

    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 85,557 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,908,766.

    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).