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Disclosery

Regal Investment Advisors LLC: XONE position timeline

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

Regal Investment Advisors LLC held 10,924 XONE 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 10,924 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $539,338.

    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 10,904 shares
    Change vs previous 13F -6,692 shares

    0.03% of the 13F portfolio, value $539,988.

    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 17,596 shares
    Change vs previous 13F -789 shares

    0.05% of the 13F portfolio, value $871,608.

    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 18,385 shares
    Change vs previous 13F -3,342 shares

    0.06% of the 13F portfolio, value $912,978.

    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 21,727 shares
    Change vs previous 13F -3,039 shares

    0.08% of the 13F portfolio, value $1,078,336.

    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 24,766 shares
    Change vs previous 13F +3,961 shares

    0.1% of the 13F portfolio, value $1,231,391.

    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 20,805 shares
    Change vs previous 13F +1,930 shares

    0.08% of the 13F portfolio, value $1,030,679.

    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 18,875 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $942,594.

    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).