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Regal Investment Advisors LLC: IVOL position timeline

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

Regal Investment Advisors LLC held 177,461 IVOL 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 177,461 shares
    Change vs previous 13F -69,665 shares

    0.16% of the 13F portfolio, value $3,068,301.

    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 247,126 shares
    Change vs previous 13F +6,321 shares

    0.27% of the 13F portfolio, value $4,623,745.

    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 240,805 shares
    Change vs previous 13F -17,424 shares

    0.28% of the 13F portfolio, value $4,613,816.

    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 258,229 shares
    Change vs previous 13F -19,433 shares

    0.32% of the 13F portfolio, value $4,978,663.

    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 277,662 shares
    Change vs previous 13F +4,522 shares

    0.41% of the 13F portfolio, value $5,431,067.

    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 273,140 shares
    Change vs previous 13F +180,009 shares

    0.41% of the 13F portfolio, value $5,102,266.

    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 93,131 shares
    Change vs previous 13F -6,541 shares

    0.12% of the 13F portfolio, value $1,652,138.

    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 99,672 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,918,683.

    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).