Position in SMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,180
+$79,562 QoQ
Shares Held
29,031
+48.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#218
of 518 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $15,391,399 across 5 Specialty Industrial Machinery names. SMR ranks #5 (1.9% of the industry book) .
All Filings in SMR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,180 | 29,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $211,618 | 19,522 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $214,179 | 15,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $482,580 | 13,405 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,722 | 6,995 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $59,307 | 11,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $58,509 | 17,784 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,461 | 12,339 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||