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Regal Investment Advisors LLC: IVV position timeline

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

Regal Investment Advisors LLC held 168,826 IVV 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 168,826 shares
    Change vs previous 13F +33,540 shares

    6.57% of the 13F portfolio, value $126,431,391.

    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 135,286 shares
    Change vs previous 13F +11,052 shares

    5.1% of the 13F portfolio, value $88,370,300.

    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 124,234 shares
    Change vs previous 13F +5,342 shares

    5.09% of the 13F portfolio, value $85,093,140.

    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 118,892 shares
    Change vs previous 13F +6,366 shares

    5.18% of the 13F portfolio, value $79,574,214.

    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 112,526 shares
    Change vs previous 13F -18,230 shares

    5.24% of the 13F portfolio, value $69,867,233.

    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 130,756 shares
    Change vs previous 13F -1,147 shares

    5.94% of the 13F portfolio, value $73,471,626.

    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 131,903 shares
    Change vs previous 13F -3,413 shares

    5.84% of the 13F portfolio, value $77,648,891.

    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 135,316 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $78,052,706.

    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).