13F Filings History of Regal Wealth Group, Inc.

Latest 13F report
Q4 2023 - 23 Feb 2024
Value $
$162,113,711
Signature - Title
William Beeler - Chief Compliance Officer
Location
Seal Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Regal Wealth Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Regal Wealth Group, Inc. reported 43 stock holdings with total value $162,113,711 as of Q4 2023. Top holdings included IWF, DFLV, IVV, LQD, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 43 $162,113,711 +$5,062,605 -$2,396,120 +$2,666,485 IWF, DFLV, IVV, LQD, VCSH 13F-HR 23 Feb 2024, 12:45
Q3 2023 42 $146,448,925 +$1,017,990 -$2,337,987 -$1,319,997 IWF, DFLV, IVV, VCSH, LQD 13F-HR 10 Oct 2023, 17:32
Q2 2023 46 $152,440,476 +$41,558,257 -$35,288,287 +$6,269,970 IWF, DFLV, IVV, LQD, VCSH 13F-HR 11 Jul 2023, 16:02
Q1 2023 47 $140,747,204 +$13,607,448 -$16,800,204 -$3,192,756 IWF, IWD, IVV, LQD, AGG 13F-HR 21 Apr 2023, 18:23
Q4 2022 45 $136,187,733 +$1,564,184 -$1,247,271 +$316,913 IWD, IWF, IVV, LQD, SHYG 13F-HR 27 Jan 2023, 21:53
Q3 2022 44 $129,562,000 +$8,909,290 -$15,022,857 -$6,113,567 IWD, IWF, IVV, LQD, SHYG 13F-HR 09 Nov 2022, 16:27
Q2 2022 48 $138,543,000 +$1,220,445 -$2,753,129 -$1,532,684 IWD, IWF, IVV, AGG, SHYG 13F-HR 25 Jul 2022, 17:18
Q1 2022 51 $160,346,000 +$1,479,855 -$3,161,729 -$1,681,874 IWD, IWF, IVV, AGG, SHYG 13F-HR 15 Apr 2022, 17:07
Q4 2021 51 $177,456,000 +$16,743,667 -$16,236,316 +$507,351 IWF, IWD, IVV, AGG, SHYG 13F-HR 20 Jan 2022, 15:41
Q3 2021 49 $166,508,000 +$541,056 -$1,802,552 -$1,261,496 IWD, IWF, IVV, AGG, SHYG 13F-HR 14 Oct 2021, 12:20
Q2 2021 49 $169,281,000 +$26,184,632 -$41,521,703 -$15,337,071 IWD, IWF, IVV, AGG, SHYG 13F-HR 02 Aug 2021, 13:49
Q1 2021 247 $170,167,000 +$2,705,361 -$3,827,649 -$1,122,288 IWD, IWF, IVV, USMV, LQD 13F-HR 09 Apr 2021, 18:47
Q4 2020 211 $163,992,000 +$23,506,888 -$1,925,873 +$21,581,015 IWF, IWD, IVV, USMV, LQD 13F-HR 22 Jan 2021, 16:37
Q3 2020 209 $128,402,000 +$2,567,196 -$1,719,674 +$847,522 IWF, IWD, IVV, USMV, LQD 13F-HR 13 Oct 2020, 13:55
Q2 2020 204 $121,164,000 +$2,645,662 -$2,889,125 -$243,463 IWF, IWD, IVV, USMV, LQD 13F-HR 08 Jul 2020, 17:35
Q1 2020 178 $102,118,000 +$869,580 -$22,778,318 -$21,908,738 IWF, IWD, IVV, USMV, LQD 13F-HR 23 Apr 2020, 13:57
Q4 2019 195 $154,503,000 +$2,133,169 -$1,372,611 +$760,558 IWF, IWD, USMV, IVV, LQD 13F-HR 22 Jan 2020, 16:04
Q3 2019 174 $145,627,000 +$42,754,981 -$43,407,936 -$652,955 IWF, IWD, USMV, IVV, LQD Restatement 29 Oct 2019, 21:43
Q2 2019 164 $144,127,000 +$2,209,309 -$497,032 +$1,712,277 IVW, IVE, IVV, BA, LQD 13F-HR 19 Jul 2019, 12:25
Q1 2019 158 $138,967,000 +$16,567,001 -$425,223 +$16,141,778 IVW, IVE, BA, IVV, LQD 13F-HR 09 Apr 2019, 17:52
Q4 2018 159 $109,679,000 +$2,537,155 -$22,091,261 -$19,554,106 IVW, IVE, BA, IVV, LQD 13F-HR 24 Jan 2019, 15:44
Q3 2018 160 $146,139,000 +$47,375,246 -$918,317 +$46,456,929 IVW, IVE, BA, USMV, IVV 13F-HR 16 Oct 2018, 15:22
Q2 2018 166 $93,917,000 +$5,859,480 -$43,804,620 -$37,945,140 BA, IVW, IVV, IVE, USMV 13F-HR 30 Jul 2018, 10:31
Q1 2018 168 $129,660,000 +$1,372,635 -$11,721,500 -$10,348,865 IVW, IVE, USMV, BA, LQD 13F-HR 04 May 2018, 13:55
Q4 2017 166 $141,392,000 +$13,146,014 -$14,124,293 -$978,279 IVW, IVE, USMV, RSP, LQD 13F-HR 24 Jan 2018, 19:01
Q3 2017 148 $135,491,000 +$3,110,100 -$3,012,072 +$98,028 IVW, IVE, USMV, EUSA, LQD 13F-HR 20 Oct 2017, 15:14
Q2 2017 150 $128,717,000 +$12,220,145 -$18,163,522 -$5,943,377 IVW, IVE, USMV, EUSA, LQD 13F-HR 09 Aug 2017, 17:53
Q1 2017 151 $131,044,000 +$3,308,952 -$308,165 +$3,000,787 IVW, IVE, USMV, EUSA, IVV 13F-HR 09 Aug 2017, 17:34
Q4 2016 156 $123,071,000 +$25,891,179 -$15,829,514 +$10,061,665 IVE, IVW, USMV, EUSA, IVV 13F-HR 09 Aug 2017, 17:26
Q3 2016 198 $110,103,000 +$1,809,453 -$500,271 +$1,309,182 IVW, LQD, USMV, IVE, IVV Restatement 14 Jun 2018, 15:48
Q2 2016 211 $106,089,000 +$1,519,855 -$1,061,913 +$457,942 IVW, LQD, USMV, IVE, IVV Restatement 18 May 2018, 15:09
Q1 2016 190 $103,681,000 +$1,049,741 -$342,199 +$707,542 IVW, USMV, LQD, IVE, IVV Restatement 02 Oct 2017, 17:12
Q4 2015 191 $101,280,000 $0 $0 $0 IVW, LQD, USMV, IVE, IVV Restatement 18 Sep 2017, 11:49