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Regal Investment Advisors LLC: XLF position timeline

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

Regal Investment Advisors LLC held 123,766 XLF 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 123,766 shares
    Change vs previous 13F +6,825 shares

    0.34% of the 13F portfolio, value $6,635,100.

    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 116,941 shares
    Change vs previous 13F -7,924 shares

    0.33% of the 13F portfolio, value $5,773,379.

    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 124,865 shares
    Change vs previous 13F +13,280 shares

    0.41% of the 13F portfolio, value $6,838,858.

    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 111,585 shares
    Change vs previous 13F +31,532 shares

    0.39% of the 13F portfolio, value $6,011,098.

    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 80,053 shares
    Change vs previous 13F +4,165 shares

    0.31% of the 13F portfolio, value $4,192,354.

    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 75,888 shares
    Change vs previous 13F +2,790 shares

    0.31% of the 13F portfolio, value $3,779,971.

    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 73,098 shares
    Change vs previous 13F +22,223 shares

    0.27% of the 13F portfolio, value $3,532,825.

    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 50,875 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,305,635.

    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).