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Regal Investment Advisors LLC: VMBS position timeline

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

Regal Investment Advisors LLC held 39,987 VMBS 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 39,987 shares
    Change vs previous 13F +803 shares

    0.1% of the 13F portfolio, value $1,871,811.

    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 39,184 shares
    Change vs previous 13F +2,488 shares

    0.11% of the 13F portfolio, value $1,839,723.

    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 36,696 shares
    Change vs previous 13F -425 shares

    0.1% of the 13F portfolio, value $1,727,665.

    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 37,121 shares
    Change vs previous 13F -2,345 shares

    0.11% of the 13F portfolio, value $1,743,186.

    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 39,466 shares
    Change vs previous 13F -1,035 shares

    0.14% of the 13F portfolio, value $1,828,850.

    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 40,501 shares
    Change vs previous 13F +11,887 shares

    0.15% of the 13F portfolio, value $1,875,619.

    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 28,614 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $1,297,362.

    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 28,574 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,348,974.

    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).