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Regal Investment Advisors LLC: XLP position timeline

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

Regal Investment Advisors LLC held 35,079 XLP 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 35,079 shares
    Change vs previous 13F -2,412 shares

    0.15% of the 13F portfolio, value $2,914,022.

    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 37,491 shares
    Change vs previous 13F +2,391 shares

    0.18% of the 13F portfolio, value $3,073,530.

    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 35,100 shares
    Change vs previous 13F +3,392 shares

    0.16% of the 13F portfolio, value $2,726,575.

    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 31,708 shares
    Change vs previous 13F +1,352 shares

    0.16% of the 13F portfolio, value $2,484,921.

    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 30,356 shares
    Change vs previous 13F +4,275 shares

    0.18% of the 13F portfolio, value $2,457,952.

    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 26,081 shares
    Change vs previous 13F -15,561 shares

    0.17% of the 13F portfolio, value $2,130,010.

    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 41,642 shares
    Change vs previous 13F +461 shares

    0.25% of the 13F portfolio, value $3,273,506.

    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 41,181 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,418,031.

    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).