Regal Investment Advisors LLC CODX β€” CO-DIAGNOSTICS INC

Ownership history in Regal Investment Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Regal Investment Advisors LLC reported CO-DIAGNOSTICS INC (CODX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows CODX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CODX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Regal Investment Advisors LLC's position in CO-DIAGNOSTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CODX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Regal Investment Advisors LLC held CODX β€” position size vs. price
% of Fund (quarterly)    CODX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 25,000 +9,000 +56.2% 0.00% $4K 2026-02-17 $2.49
2025 Q3 ADDED β€” β€” β€” 16,000 +1,000 +6.7% 0.00% $6K 2025-11-13 $11.16
2025 Q2 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $4K 2025-08-11 $7.59
2025 Q1 INITIATED β€” β€” β€” 15,000 β€” β€” 0.00% $5K 2025-05-12 $10.26

🏒 Other funds also holding CODX

As of 2026 Q2 β€” sorted by position size

SBI Securities Co., Ltd. 0.0%

FAQ About Regal Investment Advisors LLC and CODX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Regal Investment Advisors LLC reported owning CODX?

Regal Investment Advisors LLC reported CODX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CODX position in Regal Investment Advisors LLC's portfolio?

The largest reported portfolio weight for CODX was 0.00% in 2025 Q1.

What is the latest reported CODX position on this page?

The most recent filing on this page is 2025 Q4, when Regal Investment Advisors LLC reported 25,000 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CODX ownership page compare?

The chart compares Regal Investment Advisors LLC's quarterly CODX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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