Current Market Value 162,113,711
Current Holdings 43
Most Recent File Date 2024-02-23
Total Filings on Record 39
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-02-23 2023-12-31 13F-HR 43 162,114
2023-10-11 2023-09-30 13F-HR 42 146,449
2023-07-11 2023-06-30 13F-HR 46 152,440
2023-04-24 2023-03-31 13F-HR 47 140,747
2023-01-30 2022-12-31 13F-HR 45 136,188
2022-11-09 2022-09-30 13F-HR 44 129,562
2022-07-25 2022-06-30 13F-HR 48 138,543
2022-04-15 2022-03-31 13F-HR 51 160,346
2022-01-20 2021-12-31 13F-HR 51 177,456
2021-10-14 2021-09-30 13F-HR 49 166,508
2021-08-02 2021-06-30 13F-HR 49 169,281
2021-04-12 2021-03-31 13F-HR 264 170,179
2021-01-22 2020-12-31 13F-HR 220 164,004
2020-10-13 2020-09-30 13F-HR 216 128,415
2020-07-09 2020-06-30 13F-HR 214 121,170
2020-04-23 2020-03-31 13F-HR 187 102,128
2020-01-22 2019-12-31 13F-HR 204 154,511
2019-10-30 2019-09-30 13F-HR/A 1 R 183 145,639
2019-10-22 2019-09-30 13F-HR 169 109,685
2019-07-19 2019-06-30 13F-HR 172 144,130
2019-04-10 2019-03-31 13F-HR 166 138,971
2019-01-24 2018-12-31 13F-HR 169 109,685
2018-10-16 2018-09-30 13F-HR 167 146,142
2018-07-30 2018-06-30 13F-HR 172 93,920
2018-05-04 2018-03-31 13F-HR 175 129,663
2018-01-25 2017-12-31 13F-HR 173 141,394
2017-10-20 2017-09-30 13F-HR 154 135,492
2017-08-09 2017-06-30 13F-HR 159 128,719
2017-08-09 2017-03-31 13F-HR 158 131,050
2017-08-09 2016-12-31 13F-HR 164 123,078
2018-06-14 2016-09-30 13F-HR/A 1 R 209 110,161
2017-08-17 2016-09-30 13F-HR 209 109,858
2018-05-18 2016-06-30 13F-HR/A 1 R 222 106,120
2017-08-18 2016-06-30 13F-HR 222 109,893
2017-10-02 2016-03-31 13F-HR/A 1 R 201 103,724
2017-08-18 2016-03-31 13F-HR 201 109,424
2017-09-18 2015-12-31 13F-HR/A 2 R 197 101,349
2017-08-25 2015-12-31 13F-HR/A 1 R 197 101,346
2017-08-21 2015-12-31 13F-HR 197 109,394