Skip to content
Disclosery

Regal Investment Advisors LLC: IWD position timeline

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

Regal Investment Advisors LLC held 11,000 IWD 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 11,000 shares
    Change vs previous 13F +1,089 shares

    0.14% of the 13F portfolio, value $2,666,730.

    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 9,911 shares
    Change vs previous 13F -251 shares

    0.12% of the 13F portfolio, value $2,117,684.

    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 10,162 shares
    Change vs previous 13F +3,275 shares

    0.13% of the 13F portfolio, value $2,137,476.

    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 6,887 shares
    Change vs previous 13F +3,217 shares

    0.09% of the 13F portfolio, value $1,402,027.

    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 3,670 shares
    Change vs previous 13F +324 shares

    0.05% of the 13F portfolio, value $712,918.

    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 3,346 shares
    Change vs previous 13F -247 shares

    0.05% of the 13F portfolio, value $629,666.

    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 3,593 shares
    Change vs previous 13F +740 shares

    0.05% of the 13F portfolio, value $665,243.

    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 2,853 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $541,556.

    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).