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Regal Investment Advisors LLC: VTI position timeline

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

Regal Investment Advisors LLC held 44,510 VTI 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 44,510 shares
    Change vs previous 13F +2,921 shares

    0.86% of the 13F portfolio, value $16,470,651.

    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 41,589 shares
    Change vs previous 13F +1,478 shares

    0.77% of the 13F portfolio, value $13,342,062.

    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 40,111 shares
    Change vs previous 13F +4,024 shares

    0.8% of the 13F portfolio, value $13,447,854.

    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 36,087 shares
    Change vs previous 13F +3,150 shares

    0.77% of the 13F portfolio, value $11,842,802.

    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 32,937 shares
    Change vs previous 13F +238 shares

    0.75% of the 13F portfolio, value $10,010,648.

    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 32,699 shares
    Change vs previous 13F +1,919 shares

    0.73% of the 13F portfolio, value $8,987,017.

    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 30,780 shares
    Change vs previous 13F +831 shares

    0.67% of the 13F portfolio, value $8,920,279.

    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 29,949 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,480,439.

    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).