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Regal Investment Advisors LLC: IVW position timeline

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

Regal Investment Advisors LLC held 170,924 IVW 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 170,924 shares
    Change vs previous 13F +1,999 shares

    1.22% of the 13F portfolio, value $23,507,120.

    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 168,925 shares
    Change vs previous 13F +13,231 shares

    1.1% of the 13F portfolio, value $19,107,064.

    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 155,694 shares
    Change vs previous 13F +23,425 shares

    1.15% of the 13F portfolio, value $19,190,874.

    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 132,269 shares
    Change vs previous 13F +2,056 shares

    1.04% of the 13F portfolio, value $15,967,490.

    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 130,213 shares
    Change vs previous 13F -9,100 shares

    1.07% of the 13F portfolio, value $14,336,460.

    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 139,313 shares
    Change vs previous 13F +5,822 shares

    1.05% of the 13F portfolio, value $12,932,412.

    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 133,491 shares
    Change vs previous 13F -5,829 shares

    1.02% of the 13F portfolio, value $13,553,289.

    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 139,320 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $13,339,947.

    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).