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Regal Investment Advisors LLC: ZETA position timeline

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

Regal Investment Advisors LLC held 49,107 ZETA 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 49,107 shares
    Change vs previous 13F -2,423 shares

    0.05% of the 13F portfolio, value $966,426.

    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 51,530 shares
    Change vs previous 13F -1,134 shares

    0.05% of the 13F portfolio, value $820,358.

    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 52,664 shares
    Change vs previous 13F +1,260 shares

    0.06% of the 13F portfolio, value $1,071,714.

    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 51,404 shares
    Change vs previous 13F -2,932 shares

    0.07% of the 13F portfolio, value $1,021,398.

    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 54,336 shares
    Change vs previous 13F +40 shares

    0.06% of the 13F portfolio, value $841,666.

    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 54,296 shares
    Change vs previous 13F -525 shares

    0.06% of the 13F portfolio, value $736,254.

    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 54,821 shares
    Change vs previous 13F +4,819 shares

    0.07% of the 13F portfolio, value $986,231.

    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 50,002 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,491,560.

    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).