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Regal Investment Advisors LLC: VO position timeline

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

Regal Investment Advisors LLC held 71,696 VO 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 71,696 shares
    Change vs previous 13F +54,112 shares

    0.3% of the 13F portfolio, value $5,776,574.

    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 17,584 shares
    Change vs previous 13F -259 shares

    0.29% of the 13F portfolio, value $5,049,922.

    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 17,843 shares
    Change vs previous 13F +3,090 shares

    0.31% of the 13F portfolio, value $5,178,412.

    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 14,753 shares
    Change vs previous 13F +41 shares

    0.28% of the 13F portfolio, value $4,333,409.

    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 14,712 shares
    Change vs previous 13F +169 shares

    0.31% of the 13F portfolio, value $4,116,882.

    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 14,543 shares
    Change vs previous 13F -4,394 shares

    0.3% of the 13F portfolio, value $3,761,074.

    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 18,937 shares
    Change vs previous 13F -2,766 shares

    0.38% of the 13F portfolio, value $5,001,801.

    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 21,703 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,725,995.

    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).