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Regal Investment Advisors LLC: PWV position timeline

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

Regal Investment Advisors LLC held 142,748 PWV 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 142,748 shares
    Change vs previous 13F +5,598 shares

    0.56% of the 13F portfolio, value $10,816,048.

    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 137,150 shares
    Change vs previous 13F +1,484 shares

    0.55% of the 13F portfolio, value $9,560,744.

    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 135,666 shares
    Change vs previous 13F +2,295 shares

    0.54% of the 13F portfolio, value $9,024,471.

    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 133,371 shares
    Change vs previous 13F +1,663 shares

    0.57% of the 13F portfolio, value $8,697,104.

    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 131,708 shares
    Change vs previous 13F +2,555 shares

    0.61% of the 13F portfolio, value $8,184,346.

    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 129,153 shares
    Change vs previous 13F +6,540 shares

    0.62% of the 13F portfolio, value $7,685,904.

    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 122,613 shares
    Change vs previous 13F +10,906 shares

    0.52% of the 13F portfolio, value $6,973,703.

    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 111,707 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,514,861.

    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).