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Regal Investment Advisors LLC: XLK position timeline

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

Regal Investment Advisors LLC held 51,191 XLK 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 51,191 shares
    Change vs previous 13F -6,220 shares

    0.51% of the 13F portfolio, value $9,752,911.

    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 57,411 shares
    Change vs previous 13F +1,445 shares

    0.44% of the 13F portfolio, value $7,629,866.

    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 55,966 shares
    Change vs previous 13F +30,031 shares

    0.48% of the 13F portfolio, value $8,057,428.

    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 25,935 shares
    Change vs previous 13F +10,085 shares

    0.48% of the 13F portfolio, value $7,309,904.

    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 15,850 shares
    Change vs previous 13F +2,093 shares

    0.3% of the 13F portfolio, value $4,013,667.

    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 13,757 shares
    Change vs previous 13F -6,741 shares

    0.23% of the 13F portfolio, value $2,840,522.

    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 20,498 shares
    Change vs previous 13F +2,869 shares

    0.36% of the 13F portfolio, value $4,766,165.

    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 17,629 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,979,830.

    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).