Regal Wealth Group, Inc.

13F Filings History

Latest 13F report
Q4 2023 - Feb 23, 2024
Value $
$162M
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 $162M as of Q4 2023. Top holdings included IWF, DFLV, IVV, LQD, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 43 $162M +$5.06M -$2.4M +$2.67M IWF, DFLV, IVV, LQD, VCSH 13F-HR 2/23/2024, 12:45 PM
Q3 2023 42 $146M +$1.02M -$2.34M -$1.32M IWF, DFLV, IVV, VCSH, LQD 13F-HR 10/10/2023, 05:32 PM
Q2 2023 46 $152M +$41.6M -$35.3M +$6.27M IWF, DFLV, IVV, LQD, VCSH 13F-HR 7/11/2023, 04:02 PM
Q1 2023 47 $141M +$13.6M -$16.8M -$3.19M IWF, IWD, IVV, LQD, AGG 13F-HR 4/21/2023, 06:23 PM
Q4 2022 45 $136M +$1.56M -$1.25M +$317K IWD, IWF, IVV, LQD, SHYG 13F-HR 1/27/2023, 09:53 PM
Q3 2022 44 $130M +$8.91M -$15M -$6.11M IWD, IWF, IVV, LQD, SHYG 13F-HR 11/9/2022, 04:27 PM
Q2 2022 48 $139M +$1.22M -$2.75M -$1.53M IWD, IWF, IVV, AGG, SHYG 13F-HR 7/25/2022, 05:18 PM
Q1 2022 51 $160M +$1.48M -$3.16M -$1.68M IWD, IWF, IVV, AGG, SHYG 13F-HR 4/15/2022, 05:07 PM
Q4 2021 51 $177M +$16.7M -$16.2M +$507K IWF, IWD, IVV, AGG, SHYG 13F-HR 1/20/2022, 03:41 PM
Q3 2021 49 $167M +$541K -$1.8M -$1.26M IWD, IWF, IVV, AGG, SHYG 13F-HR 10/14/2021, 12:20 PM
Q2 2021 49 $169M +$26.2M -$41.5M -$15.3M IWD, IWF, IVV, AGG, SHYG 13F-HR 8/2/2021, 01:49 PM
Q1 2021 247 $170M +$2.71M -$3.83M -$1.12M IWD, IWF, IVV, USMV, LQD 13F-HR 4/9/2021, 06:47 PM
Q4 2020 211 $164M +$23.5M -$1.93M +$21.6M IWF, IWD, IVV, USMV, LQD 13F-HR 1/22/2021, 04:37 PM
Q3 2020 209 $128M +$2.57M -$1.72M +$848K IWF, IWD, IVV, USMV, LQD 13F-HR 10/13/2020, 01:55 PM
Q2 2020 204 $121M +$2.65M -$2.89M -$243K IWF, IWD, IVV, USMV, LQD 13F-HR 7/8/2020, 05:35 PM
Q1 2020 178 $102M +$870K -$22.8M -$21.9M IWF, IWD, IVV, USMV, LQD 13F-HR 4/23/2020, 01:57 PM
Q4 2019 195 $155M +$2.13M -$1.37M +$761K IWF, IWD, USMV, IVV, LQD 13F-HR 1/22/2020, 04:04 PM
Q3 2019 174 $146M +$42.8M -$43.4M -$653K IWF, IWD, USMV, IVV, LQD Restatement 10/29/2019, 09:43 PM
Q2 2019 164 $144M +$2.21M -$497K +$1.71M IVW, IVE, IVV, BA, LQD 13F-HR 7/19/2019, 12:25 PM
Q1 2019 158 $139M +$16.6M -$425K +$16.1M IVW, IVE, BA, IVV, LQD 13F-HR 4/9/2019, 05:52 PM
Q4 2018 159 $110M +$2.54M -$22.1M -$19.6M IVW, IVE, BA, IVV, LQD 13F-HR 1/24/2019, 03:44 PM
Q3 2018 160 $146M +$47.4M -$918K +$46.5M IVW, IVE, BA, USMV, IVV 13F-HR 10/16/2018, 03:22 PM
Q2 2018 166 $93.9M +$5.86M -$43.8M -$37.9M BA, IVW, IVV, IVE, USMV 13F-HR 7/30/2018, 10:31 AM
Q1 2018 168 $130M +$1.37M -$11.7M -$10.3M IVW, IVE, USMV, BA, LQD 13F-HR 5/4/2018, 01:55 PM
Q4 2017 166 $141M +$13.1M -$14.1M -$978K IVW, IVE, USMV, RSP, LQD 13F-HR 1/24/2018, 07:01 PM
Q3 2017 148 $135M +$3.11M -$3.01M +$98K IVW, IVE, USMV, EUSA, LQD 13F-HR 10/20/2017, 03:14 PM
Q2 2017 150 $129M +$12.2M -$18.2M -$5.94M IVW, IVE, USMV, EUSA, LQD 13F-HR 8/9/2017, 05:53 PM
Q1 2017 151 $131M +$3.31M -$308K +$3M IVW, IVE, USMV, EUSA, IVV 13F-HR 8/9/2017, 05:34 PM
Q4 2016 156 $123M +$25.9M -$15.8M +$10.1M IVE, IVW, USMV, EUSA, IVV 13F-HR 8/9/2017, 05:26 PM
Q3 2016 198 $110M +$1.81M -$500K +$1.31M IVW, LQD, USMV, IVE, IVV Restatement 6/14/2018, 03:48 PM
Q2 2016 211 $106M +$1.52M -$1.06M +$458K IVW, LQD, USMV, IVE, IVV Restatement 5/18/2018, 03:09 PM
Q1 2016 190 $104M +$1.05M -$342K +$708K IVW, USMV, LQD, IVE, IVV Restatement 10/2/2017, 05:12 PM
Q4 2015 191 $101M $0 $0 IVW, LQD, USMV, IVE, IVV Restatement 9/18/2017, 11:49 AM