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Disclosery

Regal Investment Advisors LLC: VRT position timeline

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

Regal Investment Advisors LLC held 5,164 VRT 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 5,164 shares
    Change vs previous 13F +3,127 shares

    0.09% of the 13F portfolio, value $1,729,065.

    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 2,037 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $510,465.

    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 2,090 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $338,617.

    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 2,055 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $310,024.

    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).