Regent Investment Management LLC: IVV position timeline

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

Regent Investment Management LLC held 703 IVV shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

period ended2022-12-31
13F 703 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $270,000.
13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
Filed 2023-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 703 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $252,000.
13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
Filed 2022-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 703 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $266,000.
13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
Filed 2022-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 703 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $319,000.
13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
Filed 2022-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 703 shares
Change vs previous 13F -2,015 shares
0.07% of the 13F portfolio, value $336,000.
13F-HR 0001559968-22-000002 filed by Regent Investment Management LLC
Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 2,718 shares
Change vs previous 13F 0 shares
0.28% of the 13F portfolio, value $1,171,000.
13F-HR 0001559968-21-000008 filed by Regent Investment Management LLC
Filed 2021-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 2,718 shares
Change vs previous 13F not available
0.27% of the 13F portfolio, value $1,169,000.
13F-HR 0001559968-21-000006 filed by Regent Investment Management LLC
Filed 2021-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).