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Regal Investment Advisors LLC: VIG position timeline

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

Regal Investment Advisors LLC held 54,452 VIG 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 54,452 shares
    Change vs previous 13F -3,008 shares

    0.67% of the 13F portfolio, value $12,884,539.

    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 57,460 shares
    Change vs previous 13F -1,066 shares

    0.71% of the 13F portfolio, value $12,357,301.

    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 58,526 shares
    Change vs previous 13F +2,073 shares

    0.77% of the 13F portfolio, value $12,862,760.

    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 56,453 shares
    Change vs previous 13F +2,308 shares

    0.79% of the 13F portfolio, value $12,182,175.

    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 54,145 shares
    Change vs previous 13F +686 shares

    0.83% of the 13F portfolio, value $11,082,123.

    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 53,459 shares
    Change vs previous 13F -15,001 shares

    0.84% of the 13F portfolio, value $10,370,601.

    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 68,460 shares
    Change vs previous 13F -625 shares

    1.01% of the 13F portfolio, value $13,406,545.

    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 69,085 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $13,683,227.

    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).