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Disclosery

Regal Investment Advisors LLC: XLC position timeline

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

Regal Investment Advisors LLC held 21,874 XLC 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 21,874 shares
    Change vs previous 13F -2,242 shares

    0.12% of the 13F portfolio, value $2,343,396.

    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 24,116 shares
    Change vs previous 13F +236 shares

    0.15% of the 13F portfolio, value $2,673,453.

    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 23,880 shares
    Change vs previous 13F -794 shares

    0.17% of the 13F portfolio, value $2,811,137.

    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 24,674 shares
    Change vs previous 13F -5,291 shares

    0.19% of the 13F portfolio, value $2,920,612.

    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 29,965 shares
    Change vs previous 13F +10,021 shares

    0.24% of the 13F portfolio, value $3,252,143.

    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 19,944 shares
    Change vs previous 13F -5,112 shares

    0.16% of the 13F portfolio, value $1,923,626.

    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 25,056 shares
    Change vs previous 13F +3,500 shares

    0.18% of the 13F portfolio, value $2,425,699.

    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 21,556 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,948,643.

    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).