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Regal Investment Advisors LLC: DIVO position timeline

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

Regal Investment Advisors LLC held 152,773 DIVO 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 152,773 shares
    Change vs previous 13F -12,294 shares

    0.36% of the 13F portfolio, value $6,981,714.

    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 165,067 shares
    Change vs previous 13F -3,556 shares

    0.43% of the 13F portfolio, value $7,403,230.

    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 168,623 shares
    Change vs previous 13F -6,523 shares

    0.45% of the 13F portfolio, value $7,503,759.

    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 175,146 shares
    Change vs previous 13F +27,577 shares

    0.51% of the 13F portfolio, value $7,806,274.

    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).

  5. period ended2025-06-30
    13F 147,569 shares
    Change vs previous 13F -5,794 shares

    0.47% of the 13F portfolio, value $6,279,048.

    13F-HR 0001559789-25-000003 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).

  6. period ended2025-03-31
    13F 153,363 shares
    Change vs previous 13F +73,188 shares

    0.51% of the 13F portfolio, value $6,252,598.

    13F-HR 0001559789-25-000002 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).

  7. period ended2024-12-31
    13F 80,175 shares
    Change vs previous 13F -20,974 shares

    0.24% of the 13F portfolio, value $3,245,465.

    13F-HR 0001559789-25-000001 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).

  8. period ended2024-09-30
    13F 101,149 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,166,325.

    13F-HR 0001559789-24-000005 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).