Skip to content
Disclosery

Regal Investment Advisors LLC: XLU position timeline

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

Regal Investment Advisors LLC held 145,460 XLU 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 145,460 shares
    Change vs previous 13F -10,323 shares

    0.34% of the 13F portfolio, value $6,595,174.

    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 155,783 shares
    Change vs previous 13F +4,149 shares

    0.41% of the 13F portfolio, value $7,148,898.

    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 151,634 shares
    Change vs previous 13F +80,665 shares

    0.39% of the 13F portfolio, value $6,473,266.

    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 70,969 shares
    Change vs previous 13F +7,474 shares

    0.4% of the 13F portfolio, value $6,189,198.

    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 63,495 shares
    Change vs previous 13F +6,525 shares

    0.39% of the 13F portfolio, value $5,185,005.

    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 56,970 shares
    Change vs previous 13F -13,608 shares

    0.36% of the 13F portfolio, value $4,492,122.

    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 70,578 shares
    Change vs previous 13F -2,310 shares

    0.4% of the 13F portfolio, value $5,342,015.

    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 72,888 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,887,893.

    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).