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Regal Investment Advisors LLC: BDVL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regal Investment Advisors LLC on BDVL, newest first. How the timeline and the estimate are built.

Regal Investment Advisors LLC held 167,905 BDVL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,905 shares
    Change vs previous 13F +7,894 shares

    0.23% of the 13F portfolio, value $4,362,181.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 160,011 shares
    Change vs previous 13F -2,631 shares

    0.23% of the 13F portfolio, value $3,944,279.

    13F-HR 0001559789-26-000003 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 162,642 shares
    Change vs previous 13F +6,528 shares

    0.24% of the 13F portfolio, value $4,034,375.

    13F-HR 0001559789-26-000002 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 156,114 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,902,850.

    13F-HR 0001559789-25-000007 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).