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Regal Investment Advisors LLC: VOT position timeline

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

Regal Investment Advisors LLC held 28,634 VOT 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 28,634 shares
    Change vs previous 13F +183 shares

    0.46% of the 13F portfolio, value $8,770,733.

    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 28,451 shares
    Change vs previous 13F +1,605 shares

    0.42% of the 13F portfolio, value $7,321,896.

    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 26,846 shares
    Change vs previous 13F +415 shares

    0.45% of the 13F portfolio, value $7,493,879.

    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 26,431 shares
    Change vs previous 13F -153 shares

    0.51% of the 13F portfolio, value $7,765,254.

    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 26,584 shares
    Change vs previous 13F -29 shares

    0.57% of the 13F portfolio, value $7,560,312.

    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 26,613 shares
    Change vs previous 13F +431 shares

    0.53% of the 13F portfolio, value $6,510,680.

    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 26,182 shares
    Change vs previous 13F +73 shares

    0.5% of the 13F portfolio, value $6,643,566.

    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 26,109 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,356,874.

    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).