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Regal Investment Advisors LLC: XLE position timeline

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

Regal Investment Advisors LLC held 92,183 XLE 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 92,183 shares
    Change vs previous 13F -2,374 shares

    0.25% of the 13F portfolio, value $4,895,846.

    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 94,557 shares
    Change vs previous 13F +8,980 shares

    0.33% of the 13F portfolio, value $5,792,574.

    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 85,577 shares
    Change vs previous 13F +46,589 shares

    0.23% of the 13F portfolio, value $3,826,154.

    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 38,988 shares
    Change vs previous 13F +7,173 shares

    0.23% of the 13F portfolio, value $3,483,211.

    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 31,815 shares
    Change vs previous 13F +339 shares

    0.2% of the 13F portfolio, value $2,698,208.

    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 31,476 shares
    Change vs previous 13F -14,131 shares

    0.24% of the 13F portfolio, value $2,941,440.

    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 45,607 shares
    Change vs previous 13F +3,227 shares

    0.29% of the 13F portfolio, value $3,906,738.

    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 42,380 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,720,965.

    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).