Skip to content
Disclosery

Regal Investment Advisors LLC: IWF position timeline

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

Regal Investment Advisors LLC held 38,081 IWF 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 38,081 shares
    Change vs previous 13F +29,361 shares

    0.25% of the 13F portfolio, value $4,728,475.

    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 8,720 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $3,718,247.

    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 8,717 shares
    Change vs previous 13F +1,606 shares

    0.25% of the 13F portfolio, value $4,125,643.

    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 7,111 shares
    Change vs previous 13F +1,398 shares

    0.22% of the 13F portfolio, value $3,330,929.

    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 5,713 shares
    Change vs previous 13F +468 shares

    0.18% of the 13F portfolio, value $2,425,628.

    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 5,245 shares
    Change vs previous 13F -1,650 shares

    0.15% of the 13F portfolio, value $1,893,749.

    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 6,895 shares
    Change vs previous 13F +160 shares

    0.21% of the 13F portfolio, value $2,768,901.

    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 6,735 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,528,348.

    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).