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Disclosery

Regal Investment Advisors LLC: HDV position timeline

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

Regal Investment Advisors LLC held 69,566 HDV 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 69,566 shares
    Change vs previous 13F +55,408 shares

    0.1% of the 13F portfolio, value $1,906,811.

    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 14,158 shares
    Change vs previous 13F -1,095 shares

    0.11% of the 13F portfolio, value $1,921,540.

    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 15,253 shares
    Change vs previous 13F +377 shares

    0.11% of the 13F portfolio, value $1,854,930.

    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 14,876 shares
    Change vs previous 13F -62 shares

    0.12% of the 13F portfolio, value $1,821,561.

    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 14,938 shares
    Change vs previous 13F -431 shares

    0.13% of the 13F portfolio, value $1,750,300.

    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 15,369 shares
    Change vs previous 13F -423 shares

    0.15% of the 13F portfolio, value $1,861,486.

    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 15,792 shares
    Change vs previous 13F -389 shares

    0.13% of the 13F portfolio, value $1,772,829.

    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 16,181 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,903,219.

    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).