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Regal Investment Advisors LLC: VOE position timeline

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

Regal Investment Advisors LLC held 49,374 VOE 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 49,374 shares
    Change vs previous 13F -39 shares

    0.51% of the 13F portfolio, value $9,756,230.

    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 49,413 shares
    Change vs previous 13F +1,197 shares

    0.53% of the 13F portfolio, value $9,105,828.

    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 48,216 shares
    Change vs previous 13F +2,751 shares

    0.51% of the 13F portfolio, value $8,552,106.

    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 45,465 shares
    Change vs previous 13F +4,573 shares

    0.52% of the 13F portfolio, value $7,937,256.

    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 40,892 shares
    Change vs previous 13F +344 shares

    0.5% of the 13F portfolio, value $6,725,154.

    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 40,548 shares
    Change vs previous 13F -13 shares

    0.53% of the 13F portfolio, value $6,509,501.

    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 40,561 shares
    Change vs previous 13F +1,449 shares

    0.49% of the 13F portfolio, value $6,561,613.

    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 39,112 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,557,871.

    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).