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Disclosery

Regal Investment Advisors LLC: IDV position timeline

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

Regal Investment Advisors LLC held 46,548 IDV 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 46,548 shares
    Change vs previous 13F -1,983 shares

    0.1% of the 13F portfolio, value $1,928,503.

    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 48,531 shares
    Change vs previous 13F +18,761 shares

    0.12% of the 13F portfolio, value $2,065,486.

    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 29,770 shares
    Change vs previous 13F -1,437 shares

    0.07% of the 13F portfolio, value $1,174,440.

    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 31,207 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $1,140,629.

    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 31,250 shares
    Change vs previous 13F +864 shares

    0.08% of the 13F portfolio, value $1,078,450.

    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 30,386 shares
    Change vs previous 13F -201 shares

    0.08% of the 13F portfolio, value $942,585.

    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 30,587 shares
    Change vs previous 13F +2,316 shares

    0.06% of the 13F portfolio, value $837,482.

    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 28,271 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $854,630.

    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).