Regal Investment Advisors LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1559789 KENTWOOD, MI

Position in DIA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$895,376

+$80,625 QoQ

Shares Held

1,714

-2.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#628

of 1,434 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 15% None 85%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,376	1,714	-2.6%	Shares	Sole	2026-08-14
2026-03-31	$814,751	1,759	-4.8%	Shares	Sole	2026-05-14
2025-12-31	$887,612	1,847	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$851,890	1,837	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$809,914	1,838	-19.3%	Shares	Sole	2025-08-11
2025-03-31	$956,066	2,277	+2.3%	Shares	Sole	2025-05-12
2024-12-31	$946,737	2,225	+27.4%	Shares	Sole	2025-02-13
2024-09-30	$739,190	1,747	-19.7%	Shares	Sole	2024-11-12
2024-06-30	$850,707	2,175	+8.2%	Shares	Sole	2024-08-15
2024-03-31	$799,497	2,010	+5.4%	Shares	Sole	2024-05-15
2023-12-31	$718,691	1,907	+6.8%	Shares	Sole	2024-02-14
2023-09-30	$597,885	1,785	+6.3%	Shares	Sole	2023-11-13
2023-06-30	$577,324	1,679	0.0%	Shares	Sole	2023-08-11
2023-03-31	$558,468	1,679	+13.4%	Shares	Sole	2023-05-11
2022-12-31	$490,699	1,481	+3.8%	Shares	Sole	2023-03-01
2022-09-30	$409,977	1,427	-2.7%	Shares	Sole	2022-11-15
2022-06-30	$451,264	1,466	+9.3%	Shares	Sole	2022-08-09
2022-03-31	$465,099	1,341	0.0%	Shares	Sole	2022-05-09
2021-12-31	$487,212	1,341	0.0%	Shares	Sole	2022-02-10
2021-09-30	$453,646	1,341	-6.5%	Shares	Sole	2021-11-05
2021-06-30	$494,658	1,434	-5.4%	Shares	Sole	2021-08-09
2020-12-31	$463,577	1,516	+4.3%	Shares	Sole	2021-02-12
2020-06-30	$374,942	1,454	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.