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Regal Investment Advisors LLC: VSS position timeline

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

Regal Investment Advisors LLC held 30,650 VSS 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 30,650 shares
    Change vs previous 13F -311 shares

    0.25% of the 13F portfolio, value $4,729,038.

    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 30,961 shares
    Change vs previous 13F +577 shares

    0.26% of the 13F portfolio, value $4,513,813.

    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 30,384 shares
    Change vs previous 13F +2,279 shares

    0.26% of the 13F portfolio, value $4,354,990.

    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 28,105 shares
    Change vs previous 13F +3,464 shares

    0.26% of the 13F portfolio, value $4,006,404.

    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 24,641 shares
    Change vs previous 13F +2,484 shares

    0.25% of the 13F portfolio, value $3,311,505.

    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 22,157 shares
    Change vs previous 13F +648 shares

    0.21% of the 13F portfolio, value $2,561,330.

    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 21,509 shares
    Change vs previous 13F +1,401 shares

    0.19% of the 13F portfolio, value $2,462,331.

    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 20,108 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,532,758.

    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).