Position in WWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,261,855
+$160,536 QoQ
Shares Held
2,966
-3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#374
of 757 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,855,189 across 12 Aerospace & Defense names. WWD ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,423 | $2,026,737 | |
| 2 | WWD |
Woodward, Inc.
This page
|
2,966 | $1,261,855 | |
| 3 | RTX |
RTX Corp
|
5,936 | $1,126,237 | |
| 4 | HEI |
Heico Corp
|
3,123 | $1,112,381 | |
| 5 | RKLB |
Rocket Lab Corp
|
6,667 | $677,700 | |
| 6 | BA |
Boeing Co
|
3,072 | $664,995 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,322 | $513,347 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
11,023 | $470,351 |
All Filings in WWD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,855 | 2,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,101,319 | 3,077 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $929,936 | 3,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $812,715 | 3,216 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $787,964 | 3,215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $605,684 | 3,319 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $551,848 | 3,316 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $599,427 | 3,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $612,596 | 3,513 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $541,269 | 3,512 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $478,088 | 3,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $436,276 | 3,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $417,493 | 3,511 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $312,557 | 3,210 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $308,379 | 3,192 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $256,109 | 3,191 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $293,285 | 3,171 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $388,470 | 3,110 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $340,420 | 3,110 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $351,938 | 3,109 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $382,033 | 3,109 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $377,836 | 3,109 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||