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Regal Investment Advisors LLC: VWO position timeline

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

Regal Investment Advisors LLC held 244,178 VWO 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 244,178 shares
    Change vs previous 13F +8,124 shares

    0.76% of the 13F portfolio, value $14,575,008.

    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 236,054 shares
    Change vs previous 13F -5,786 shares

    0.74% of the 13F portfolio, value $12,758,735.

    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 241,840 shares
    Change vs previous 13F +15,135 shares

    0.78% of the 13F portfolio, value $13,001,298.

    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 226,705 shares
    Change vs previous 13F +5,781 shares

    0.8% of the 13F portfolio, value $12,282,851.

    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 220,924 shares
    Change vs previous 13F +4,007 shares

    0.82% of the 13F portfolio, value $10,926,915.

    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 216,917 shares
    Change vs previous 13F +25,817 shares

    0.79% of the 13F portfolio, value $9,817,686.

    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 191,100 shares
    Change vs previous 13F +5,451 shares

    0.63% of the 13F portfolio, value $8,416,033.

    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 185,649 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $8,883,298.

    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).