Regal Investment Advisors LLC: XMHQ position timeline

Regal Investment Advisors LLC held 16,988 XMHQ 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 16,988 shares

   Change vs previous 13F +13,109 shares

   0.1% of the 13F portfolio, value $1,917,606.

   13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,879 shares

   Change vs previous 13F -938 shares

   0.02% of the 13F portfolio, value $400,973.

   13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,817 shares

   Change vs previous 13F +955 shares

   0.03% of the 13F portfolio, value $493,358.

   13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,862 shares

   Change vs previous 13F +444 shares

   0.03% of the 13F portfolio, value $405,356.

   13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,418 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $335,791.

   13F-HR 0001559789-25-000003 filed by Regal Investment Advisors LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).