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Disclosery

Regal Investment Advisors LLC: IWC position timeline

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

Regal Investment Advisors LLC held 21,112 IWC 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 21,112 shares
    Change vs previous 13F -552 shares

    0.22% of the 13F portfolio, value $4,223,293.

    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 21,664 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $3,457,830.

    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 21,663 shares
    Change vs previous 13F -1,301 shares

    0.2% of the 13F portfolio, value $3,416,231.

    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 22,964 shares
    Change vs previous 13F -310 shares

    0.22% of the 13F portfolio, value $3,423,680.

    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 23,274 shares
    Change vs previous 13F -201 shares

    0.22% of the 13F portfolio, value $2,971,139.

    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 23,475 shares
    Change vs previous 13F +41 shares

    0.21% of the 13F portfolio, value $2,603,595.

    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 23,434 shares
    Change vs previous 13F +524 shares

    0.23% of the 13F portfolio, value $3,055,305.

    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 22,910 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,825,217.

    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).