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Regal Investment Advisors LLC: IVE position timeline

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

Regal Investment Advisors LLC held 80,376 IVE 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 80,376 shares
    Change vs previous 13F -14,523 shares

    0.95% of the 13F portfolio, value $18,250,157.

    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 94,899 shares
    Change vs previous 13F -7,062 shares

    1.16% of the 13F portfolio, value $20,037,982.

    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 101,961 shares
    Change vs previous 13F +39,760 shares

    1.29% of the 13F portfolio, value $21,622,955.

    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 62,201 shares
    Change vs previous 13F +5,648 shares

    0.84% of the 13F portfolio, value $12,845,115.

    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 56,553 shares
    Change vs previous 13F +8,278 shares

    0.83% of the 13F portfolio, value $11,051,620.

    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 48,275 shares
    Change vs previous 13F +15,459 shares

    0.74% of the 13F portfolio, value $9,200,189.

    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 32,816 shares
    Change vs previous 13F +331 shares

    0.47% of the 13F portfolio, value $6,264,000.

    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 32,485 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,405,051.

    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).