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Regal Investment Advisors LLC: VYMI position timeline

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

Regal Investment Advisors LLC held 146,556 VYMI 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 146,556 shares
    Change vs previous 13F -5,314 shares

    0.75% of the 13F portfolio, value $14,391,821.

    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 151,870 shares
    Change vs previous 13F -7,844 shares

    0.83% of the 13F portfolio, value $14,312,189.

    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 159,714 shares
    Change vs previous 13F +11,129 shares

    0.86% of the 13F portfolio, value $14,374,319.

    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 148,585 shares
    Change vs previous 13F +28,452 shares

    0.82% of the 13F portfolio, value $12,582,165.

    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 120,133 shares
    Change vs previous 13F +2,863 shares

    0.72% of the 13F portfolio, value $9,623,901.

    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 117,270 shares
    Change vs previous 13F +72,030 shares

    0.7% of the 13F portfolio, value $8,641,666.

    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 45,240 shares
    Change vs previous 13F -4,786 shares

    0.23% of the 13F portfolio, value $3,070,900.

    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 50,026 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,672,924.

    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).