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Regal Investment Advisors LLC: VYM position timeline

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

Regal Investment Advisors LLC held 25,908 VYM 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 25,908 shares
    Change vs previous 13F +4,791 shares

    0.21% of the 13F portfolio, value $4,094,177.

    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 21,117 shares
    Change vs previous 13F +5,745 shares

    0.18% of the 13F portfolio, value $3,127,458.

    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 15,372 shares
    Change vs previous 13F +1,078 shares

    0.13% of the 13F portfolio, value $2,206,188.

    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 14,294 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $2,014,689.

    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 14,134 shares
    Change vs previous 13F -1,094 shares

    0.14% of the 13F portfolio, value $1,884,237.

    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 15,228 shares
    Change vs previous 13F -635 shares

    0.16% of the 13F portfolio, value $1,963,830.

    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 15,863 shares
    Change vs previous 13F -59 shares

    0.15% of the 13F portfolio, value $2,023,979.

    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 15,922 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,041,151.

    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).