• 13F History

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 -$1.42M -$406K IWF, DFLV, IVV, VCSH, LQD 13F-HR 10/10/2023, 05:32 PM
Q2 2023 46 $152M +$41.6M -$26.4M +$15.2M IWF, DFLV, IVV, LQD, VCSH 13F-HR 7/11/2023, 04:02 PM
Q1 2023 47 $141M +$13.6M -$15.9M -$2.3M IWF, IWD, IVV, LQD, AGG 13F-HR 4/21/2023, 06:23 PM
Q4 2022 45 $136M +$1.56M -$890K +$674K IWD, IWF, IVV, LQD, SHYG 13F-HR 1/27/2023, 08:53 PM
Q3 2022 44 $130M +$8.91M -$13.4M -$4.47M IWD, IWF, IVV, LQD, SHYG 13F-HR 11/9/2022, 03:27 PM
Q2 2022 48 $139M +$1.22M -$2.09M -$874K IWD, IWF, IVV, AGG, SHYG 13F-HR 7/25/2022, 05:18 PM
Q1 2022 51 $160M +$1.48M -$2.32M -$844K 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, 02:41 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 240 $170M +$2.71M -$3.83M -$1.12M IWD, IWF, IVV, USMV, LQD 13F-HR 4/9/2021, 06:47 PM
Q4 2020 199 $164M +$23.5M -$1.84M +$21.7M IWF, IWD, IVV, USMV, LQD 13F-HR 1/22/2021, 03:37 PM
Q3 2020 198 $128M +$2.57M -$1.65M +$916K IWF, IWD, IVV, USMV, LQD 13F-HR 10/13/2020, 01:55 PM
Q2 2020 196 $121M +$2.58M -$2.79M -$209K IWF, IWD, IVV, USMV, LQD 13F-HR 7/8/2020, 05:35 PM
Q1 2020 171 $102M +$870K -$20.5M -$19.6M IWF, IWD, IVV, USMV, LQD 13F-HR 4/23/2020, 01:57 PM
Q4 2019 188 $155M +$2.13M -$1.35M +$779K IWF, IWD, USMV, IVV, LQD 13F-HR 1/22/2020, 03:04 PM
Q3 2019 167 $146M +$42.8M -$43.4M -$644K IWF, IWD, USMV, IVV, LQD Restatement 10/29/2019, 09:43 PM
Q2 2019 161 $144M +$2.21M -$445K +$1.76M IVW, IVE, IVV, BA, LQD 13F-HR 7/19/2019, 12:25 PM
Q1 2019 153 $139M +$16.6M -$375K +$16.2M IVW, IVE, BA, IVV, LQD 13F-HR 4/9/2019, 05:52 PM
Q4 2018 152 $110M +$2.54M -$17M -$14.5M IVW, IVE, BA, IVV, LQD 13F-HR 1/24/2019, 02:44 PM
Q3 2018 157 $146M +$47.4M -$720K +$46.7M IVW, IVE, BA, USMV, IVV 13F-HR 10/16/2018, 03:22 PM
Q2 2018 162 $93.9M +$5.86M -$42.8M -$36.9M BA, IVW, IVV, IVE, USMV 13F-HR 7/30/2018, 10:31 AM
Q1 2018 165 $130M +$1.37M -$979K +$389K IVW, IVE, USMV, BA, LQD 13F-HR 5/4/2018, 01:55 PM
Q4 2017 165 $141M +$13.1M -$14.1M -$949K IVW, IVE, USMV, RSPXXXX, LQD 13F-HR 1/24/2018, 06:01 PM
Q3 2017 146 $135M +$3.11M -$2.94M +$174K IVW, IVE, USMV, EUSA, LQD 13F-HR 10/20/2017, 03:14 PM
Q2 2017 148 $129M +$12.2M -$18.1M -$5.91M IVW, IVE, USMV, EUSA, LQD 13F-HR 8/9/2017, 05:53 PM
Q1 2017 145 $131M +$3.31M -$226K +$3.08M IVW, IVE, USMV, EUSA, IVV 13F-HR 8/9/2017, 05:34 PM
Q4 2016 150 $123M +$25.9M -$16.7M +$9.15M IVE, IVW, USMV, EUSA, IVV 13F-HR 8/9/2017, 05:26 PM
Q3 2016 188 $110M +$1.81M -$375K +$1.43M IVW, LQD, USMV, IVE, IVV Restatement 6/14/2018, 03:48 PM
Q2 2016 201 $106M +$1.52M -$996K +$524K IVW, LQD, USMV, IVE, IVV Restatement 5/18/2018, 03:09 PM
Q1 2016 178 $104M +$1.05M -$339K +$711K IVW, USMV, LQD, IVE, IVV Restatement 10/2/2017, 05:12 PM
Q4 2015 180 $101M IVW, LQD, USMV, IVE, IVV Restatement 9/18/2017, 11:49 AM