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Regal Investment Advisors LLC: XLI position timeline

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

Regal Investment Advisors LLC held 26,130 XLI 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 26,130 shares
    Change vs previous 13F +7,811 shares

    0.25% of the 13F portfolio, value $4,840,055.

    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 18,319 shares
    Change vs previous 13F +645 shares

    0.17% of the 13F portfolio, value $2,962,778.

    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 17,674 shares
    Change vs previous 13F +3,021 shares

    0.16% of the 13F portfolio, value $2,741,547.

    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 14,653 shares
    Change vs previous 13F +3,536 shares

    0.15% of the 13F portfolio, value $2,259,975.

    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 11,117 shares
    Change vs previous 13F +2,487 shares

    0.12% of the 13F portfolio, value $1,639,964.

    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 8,630 shares
    Change vs previous 13F +3,764 shares

    0.09% of the 13F portfolio, value $1,131,126.

    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 4,866 shares
    Change vs previous 13F -1,874 shares

    0.05% of the 13F portfolio, value $641,106.

    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 6,740 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $912,932.

    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).