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Disclosery

Regal Investment Advisors LLC: LVHI position timeline

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

Regal Investment Advisors LLC held 26,353 LVHI 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 26,353 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $1,069,532.

    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 26,366 shares
    Change vs previous 13F -1,877 shares

    0.06% of the 13F portfolio, value $1,068,873.

    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 28,243 shares
    Change vs previous 13F -1,698 shares

    0.06% of the 13F portfolio, value $1,039,905.

    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 29,941 shares
    Change vs previous 13F +3,554 shares

    0.07% of the 13F portfolio, value $1,040,448.

    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 26,387 shares
    Change vs previous 13F +26,387 shares

    0.06% of the 13F portfolio, value $858,895.

    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 0 shares
    Change vs previous 13F -18,473 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 18,473 shares
    Change vs previous 13F +1,280 shares

    0.04% of the 13F portfolio, value $563,799.

    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 17,193 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $534,368.

    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).