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Regal Investment Advisors LLC: VZ position timeline

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

Regal Investment Advisors LLC held 220,491 VZ 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 220,491 shares
    Change vs previous 13F -7,295 shares

    0.48% of the 13F portfolio, value $9,335,582.

    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 227,786 shares
    Change vs previous 13F +18,208 shares

    0.66% of the 13F portfolio, value $11,434,866.

    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 209,578 shares
    Change vs previous 13F +22,278 shares

    0.51% of the 13F portfolio, value $8,536,107.

    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 187,300 shares
    Change vs previous 13F +14,912 shares

    0.54% of the 13F portfolio, value $8,231,828.

    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 172,388 shares
    Change vs previous 13F -31,870 shares

    0.56% of the 13F portfolio, value $7,459,240.

    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 204,258 shares
    Change vs previous 13F -45,283 shares

    0.75% of the 13F portfolio, value $9,265,133.

    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 249,541 shares
    Change vs previous 13F -327 shares

    0.75% of the 13F portfolio, value $9,979,131.

    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 249,868 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $11,221,573.

    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).