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Regal Investment Advisors LLC: VUG position timeline

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

Regal Investment Advisors LLC held 307,894 VUG 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 307,894 shares
    Change vs previous 13F +255,055 shares

    1.38% of the 13F portfolio, value $26,522,017.

    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 52,839 shares
    Change vs previous 13F +2,821 shares

    1.33% of the 13F portfolio, value $23,079,383.

    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 50,018 shares
    Change vs previous 13F +1,268 shares

    1.46% of the 13F portfolio, value $24,401,802.

    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 48,750 shares
    Change vs previous 13F +1,291 shares

    1.52% of the 13F portfolio, value $23,380,946.

    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 47,459 shares
    Change vs previous 13F +974 shares

    1.56% of the 13F portfolio, value $20,806,046.

    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 46,485 shares
    Change vs previous 13F +1,375 shares

    1.39% of the 13F portfolio, value $17,237,700.

    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 45,110 shares
    Change vs previous 13F -4,685 shares

    1.39% of the 13F portfolio, value $18,514,852.

    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 49,795 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $19,117,645.

    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).