Position in BABA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$240,255
-$70,735 QoQ
Shares Held
1,915
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in BABA Over Time
Shares Held
Position Value (USD)
Derivatives in BABA
reported options exposure · as of Sep 30, 2022CallValue
$7,999
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Regal Investment Advisors LLC holds $10,665,238 across 1 Internet Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
44,748 | $10,665,238 |
All Filings in BABA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,255 | 1,915 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $310,990 | 1,740 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $368,873 | 3,476 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $233,851 | 2,696 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $222,377 | 2,668 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $371,117 | 3,632 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $640,766 | 7,274 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $7,999 | 100 | Call | Sole | 2022-11-15 | |
| 2022-09-30 | $677,435 | 8,469 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $965,256 | 8,491 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $11,368 | 100 | Call | Sole | 2022-08-09 | |
| 2022-03-31 | $922,297 | 8,477 | Shares | Sole | 2022-05-09 | |
| 2022-03-31 | $10,880 | 100 | Call | Sole | 2022-05-09 | |
| 2021-12-31 | $11,879 | 100 | Call | Sole | 2022-02-10 | |
| 2021-12-31 | $1,019,930 | 8,586 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $103,635 | 700 | Call | Sole | 2021-11-05 | |
| 2021-09-30 | $1,538,535 | 10,392 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,056,441 | 9,068 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $1,965,404 | 8,445 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||