$286 Million is the total value of REGATTA CAPITAL GROUP, LLC's 184 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $26,242,000 | – | 344,795 | +100.0% | 9.18% | – |
| AAPL | New | APPLE INC | $24,078,000 | – | 135,595 | +100.0% | 8.42% | – |
| AMZN | New | AMAZON COM INC | $9,953,000 | – | 2,985 | +100.0% | 3.48% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $9,409,000 | – | 3,248 | +100.0% | 3.29% | – |
| FB | New | META PLATFORMS INCcl a | $9,152,000 | – | 27,209 | +100.0% | 3.20% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $8,213,000 | – | 525,114 | +100.0% | 2.87% | – |
| TSLA | New | TESLA INC | $7,689,000 | – | 7,276 | +100.0% | 2.69% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $7,284,000 | – | 49,513 | +100.0% | 2.55% | – |
| MSFT | New | MICROSOFT CORP | $6,642,000 | – | 19,749 | +100.0% | 2.32% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $5,868,000 | – | 19,627 | +100.0% | 2.05% | – |
| DIS | New | DISNEY WALT CO | $5,066,000 | – | 32,707 | +100.0% | 1.77% | – |
| ABNB | New | AIRBNB INC | $4,214,000 | – | 25,310 | +100.0% | 1.47% | – |
| EVM | New | EATON VANCE CALIF MUN BD FD | $4,128,000 | – | 355,858 | +100.0% | 1.44% | – |
| MQY | New | BLACKROCK MUNIYILD QULT FD I | $4,115,000 | – | 254,973 | +100.0% | 1.44% | – |
| BFZ | New | BLACKROCK CALIF MUN INCOME Tsh ben int | $3,842,000 | – | 264,045 | +100.0% | 1.34% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,481,000 | – | 24,190 | +100.0% | 1.22% | – |
| COST | New | COSTCO WHSL CORP NEW | $3,444,000 | – | 6,067 | +100.0% | 1.20% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,325,000 | – | 65,870 | +100.0% | 1.16% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $3,005,000 | – | 34,190 | +100.0% | 1.05% | – |
| HD | New | HOME DEPOT INC | $2,993,000 | – | 7,213 | +100.0% | 1.05% | – |
| V | New | VISA INC | $2,875,000 | – | 13,266 | +100.0% | 1.00% | – |
| NFLX | New | NETFLIX INC | $2,833,000 | – | 4,702 | +100.0% | 0.99% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,818,000 | – | 56,031 | +100.0% | 0.98% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $2,799,000 | – | 9,887 | +100.0% | 0.98% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,797,000 | – | 17,097 | +100.0% | 0.98% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $2,519,000 | – | 24,804 | +100.0% | 0.88% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $2,473,000 | – | 21,595 | +100.0% | 0.86% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $2,394,000 | – | 22,907 | +100.0% | 0.84% | – |
| MCD | New | MCDONALDS CORP | $2,387,000 | – | 8,903 | +100.0% | 0.84% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $2,385,000 | – | 132,999 | +100.0% | 0.83% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $2,237,000 | – | 773 | +100.0% | 0.78% | – |
| KO | New | COCA COLA CO | $2,151,000 | – | 36,326 | +100.0% | 0.75% | – |
| WSM | New | WILLIAMS SONOMA INC | $2,132,000 | – | 12,603 | +100.0% | 0.74% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $2,083,000 | – | 19,469 | +100.0% | 0.73% | – |
| ABBV | New | ABBVIE INC | $1,964,000 | – | 14,505 | +100.0% | 0.69% | – |
| JPM | New | JPMORGAN CHASE &CO | $1,956,000 | – | 12,354 | +100.0% | 0.68% | – |
| CRM | New | SALESFORCE COM INC | $1,913,000 | – | 7,529 | +100.0% | 0.67% | – |
| T | New | AT&T INC | $1,911,000 | – | 77,702 | +100.0% | 0.67% | – |
| BKNG | New | BOOKING HOLDINGS INC | $1,855,000 | – | 773 | +100.0% | 0.65% | – |
| AVGO | New | BROADCOM INC | $1,852,000 | – | 2,783 | +100.0% | 0.65% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $1,843,000 | – | 34,766 | +100.0% | 0.64% | – |
| ESML | New | ISHARES TResg aware msci | $1,745,000 | – | 43,270 | +100.0% | 0.61% | – |
| NKE | New | NIKE INCcl b | $1,744,000 | – | 10,467 | +100.0% | 0.61% | – |
| MVF | New | BLACKROCK MUNIVEST FD INC | $1,722,000 | – | 179,915 | +100.0% | 0.60% | – |
| NVDA | New | NVIDIA CORPORATION | $1,698,000 | – | 5,774 | +100.0% | 0.59% | – |
| MDT | New | MEDTRONIC PLC | $1,529,000 | – | 14,779 | +100.0% | 0.54% | – |
| UL | New | UNILEVER PLCspon adr new | $1,507,000 | – | 28,020 | +100.0% | 0.53% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $1,460,000 | – | 11,344 | +100.0% | 0.51% | – |
| ENV | New | ENVESTNET INC | $1,454,000 | – | 18,323 | +100.0% | 0.51% | – |
| SBUX | New | STARBUCKS CORP | $1,422,000 | – | 12,155 | +100.0% | 0.50% | – |
| GBAB | New | GUGGENHEIM TAXABLE MUNICP BO | $1,417,000 | – | 59,724 | +100.0% | 0.50% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $1,391,000 | – | 10,468 | +100.0% | 0.49% | – |
| MCK | New | MCKESSON CORP | $1,355,000 | – | 5,450 | +100.0% | 0.47% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $1,303,000 | – | 28,062 | +100.0% | 0.46% | – |
| PEP | New | PEPSICO INC | $1,297,000 | – | 7,467 | +100.0% | 0.45% | – |
| IAU | New | ISHARES GOLD TRishares new | $1,284,000 | – | 36,892 | +100.0% | 0.45% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,266,000 | – | 16,967 | +100.0% | 0.44% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $1,264,000 | – | 10,898 | +100.0% | 0.44% | – |
| AMGN | New | AMGEN INC | $1,257,000 | – | 5,588 | +100.0% | 0.44% | – |
| PSA | New | PUBLIC STORAGE | $1,234,000 | – | 3,295 | +100.0% | 0.43% | – |
| FSK | New | FS KKR CAP CORP | $1,216,000 | – | 58,054 | +100.0% | 0.42% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,213,000 | – | 3,376 | +100.0% | 0.42% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $1,214,000 | – | 27,967 | +100.0% | 0.42% | – |
| LKQ | New | LKQ CORP | $1,132,000 | – | 18,859 | +100.0% | 0.40% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $1,108,000 | – | 24,696 | +100.0% | 0.39% | – |
| COF | New | CAPITAL ONE FINL CORP | $1,033,000 | – | 7,118 | +100.0% | 0.36% | – |
| PCQ | New | PIMCO CALIF MUN INCOME FD | $960,000 | – | 51,644 | +100.0% | 0.34% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $961,000 | – | 12,098 | +100.0% | 0.34% | – |
| CSGP | New | COSTAR GROUP INC | $933,000 | – | 11,800 | +100.0% | 0.33% | – |
| FIGS | New | FIGS INCcl a | $932,000 | – | 33,817 | +100.0% | 0.33% | – |
| SDG | New | ISHARES TRmsci gbl sus dev | $904,000 | – | 9,962 | +100.0% | 0.32% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $901,000 | – | 2 | +100.0% | 0.32% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $887,000 | – | 6,091 | +100.0% | 0.31% | – |
| ESGE | New | ISHARES INCesg awr msci em | $878,000 | – | 22,086 | +100.0% | 0.31% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $854,000 | – | 3,779 | +100.0% | 0.30% | – |
| JNJ | New | JOHNSON &JOHNSON | $853,000 | – | 4,984 | +100.0% | 0.30% | – |
| SNY | New | SANOFIsponsored adr | $845,000 | – | 16,872 | +100.0% | 0.30% | – |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $826,000 | – | 80,461 | +100.0% | 0.29% | – |
| SABR | New | SABRE CORP | $816,000 | – | 94,977 | +100.0% | 0.28% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $792,000 | – | 1,990 | +100.0% | 0.28% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $764,000 | – | 14,708 | +100.0% | 0.27% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $720,000 | – | 8,601 | +100.0% | 0.25% | – |
| IXUS | New | ISHARES TRcore msci total | $702,000 | – | 9,893 | +100.0% | 0.24% | – |
| ABT | New | ABBOTT LABS | $700,000 | – | 4,973 | +100.0% | 0.24% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $692,000 | – | 1,457 | +100.0% | 0.24% | – |
| WM | New | WASTE MGMT INC DEL | $686,000 | – | 4,109 | +100.0% | 0.24% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $662,000 | – | 5,577 | +100.0% | 0.23% | – |
| ORCL | New | ORACLE CORP | $643,000 | – | 7,379 | +100.0% | 0.22% | – |
| NXC | New | NUVEEN CALIF SELECT TAX FREEsh ben int | $627,000 | – | 37,944 | +100.0% | 0.22% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $589,000 | – | 1,235 | +100.0% | 0.21% | – |
| IQV | New | IQVIA HLDGS INC | $557,000 | – | 1,974 | +100.0% | 0.20% | – |
| BX | New | BLACKSTONE INC | $556,000 | – | 4,299 | +100.0% | 0.19% | – |
| GRNB | New | VANECK ETF TRUSTgreen bond etf | $552,000 | – | 20,608 | +100.0% | 0.19% | – |
| LRCX | New | LAM RESEARCH CORP | $553,000 | – | 769 | +100.0% | 0.19% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $551,000 | – | 5,209 | +100.0% | 0.19% | – |
| COIN | New | COINBASE GLOBAL INC | $553,000 | – | 2,191 | +100.0% | 0.19% | – |
| CVX | New | CHEVRON CORP NEW | $551,000 | – | 4,697 | +100.0% | 0.19% | – |
| ECON | New | COLUMBIA ETF TR IIemrg markets etf | $545,000 | – | 22,759 | +100.0% | 0.19% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $533,000 | – | 4,699 | +100.0% | 0.19% | – |
| RH | New | RH | $517,000 | – | 965 | +100.0% | 0.18% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $513,000 | – | 1,341 | +100.0% | 0.18% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $505,000 | – | 1,005 | +100.0% | 0.18% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $497,000 | – | 745 | +100.0% | 0.17% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $493,000 | – | 7,911 | +100.0% | 0.17% | – |
| BAC | New | BK OF AMERICA CORP | $485,000 | – | 10,892 | +100.0% | 0.17% | – |
| DOCU | New | DOCUSIGN INC | $481,000 | – | 3,158 | +100.0% | 0.17% | – |
| NSC | New | NORFOLK SOUTHN CORP | $472,000 | – | 1,586 | +100.0% | 0.16% | – |
| NVS | New | NOVARTIS AGsponsored adr | $468,000 | – | 5,352 | +100.0% | 0.16% | – |
| SNOW | New | SNOWFLAKE INCcl a | $465,000 | – | 1,372 | +100.0% | 0.16% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $466,000 | – | 2,500 | +100.0% | 0.16% | – |
| WFC | New | WELLS FARGO CO NEW | $455,000 | – | 9,480 | +100.0% | 0.16% | – |
| BPMP | New | BP MIDSTREAM PARTNERS LPunit ltd ptnr | $449,000 | – | 29,358 | +100.0% | 0.16% | – |
| AXP | New | AMERICAN EXPRESS CO | $446,000 | – | 2,724 | +100.0% | 0.16% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $445,000 | – | 8,099 | +100.0% | 0.16% | – |
| PFE | New | PFIZER INC | $422,000 | – | 7,141 | +100.0% | 0.15% | – |
| GLD | New | SPDR GOLD TR | $418,000 | – | 2,447 | +100.0% | 0.15% | – |
| FDX | New | FEDEX CORP | $418,000 | – | 1,616 | +100.0% | 0.15% | – |
| PFF | New | ISHARES TRpfd and incm sec | $411,000 | – | 10,416 | +100.0% | 0.14% | – |
| CVS | New | CVS HEALTH CORP | $409,000 | – | 3,962 | +100.0% | 0.14% | – |
| UNP | New | UNION PAC CORP | $408,000 | – | 1,621 | +100.0% | 0.14% | – |
| XJH | New | ISHARES TResg scrd s&p mid | $399,000 | – | 10,260 | +100.0% | 0.14% | – |
| SQ | New | BLOCK INCcl a | $395,000 | – | 2,444 | +100.0% | 0.14% | – |
| SCHW | New | SCHWAB CHARLES CORP | $395,000 | – | 4,697 | +100.0% | 0.14% | – |
| INTC | New | INTEL CORP | $381,000 | – | 7,407 | +100.0% | 0.13% | – |
| PENN | New | PENN NATL GAMING INC | $377,000 | – | 7,268 | +100.0% | 0.13% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $369,000 | – | 5,952 | +100.0% | 0.13% | – |
| BA | New | BOEING CO | $365,000 | – | 1,812 | +100.0% | 0.13% | – |
| LOW | New | LOWES COS INC | $359,000 | – | 1,388 | +100.0% | 0.13% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $360,000 | – | 2,296 | +100.0% | 0.13% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $359,000 | – | 2,985 | +100.0% | 0.13% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $357,000 | – | 7,103 | +100.0% | 0.12% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $348,000 | – | 5,742 | +100.0% | 0.12% | – |
| URA | New | GLOBAL X FDSglobal x uranium | $350,000 | – | 15,350 | +100.0% | 0.12% | – |
| PMF | New | PIMCO MUN INCOME FD | $343,000 | – | 22,545 | +100.0% | 0.12% | – |
| XOM | New | EXXON MOBIL CORP | $341,000 | – | 5,571 | +100.0% | 0.12% | – |
| MMM | New | 3M CO | $333,000 | – | 1,875 | +100.0% | 0.12% | – |
| TGT | New | TARGET CORP | $331,000 | – | 1,430 | +100.0% | 0.12% | – |
| HON | New | HONEYWELL INTL INC | $330,000 | – | 1,582 | +100.0% | 0.12% | – |
| LLY | New | LILLY ELI &CO | $330,000 | – | 1,195 | +100.0% | 0.12% | – |
| LIN | New | LINDE PLC | $326,000 | – | 940 | +100.0% | 0.11% | – |
| CSCO | New | CISCO SYS INC | $327,000 | – | 5,158 | +100.0% | 0.11% | – |
| CAT | New | CATERPILLAR INC | $327,000 | – | 1,581 | +100.0% | 0.11% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $315,000 | – | 5,576 | +100.0% | 0.11% | – |
| REET | New | ISHARES TRglobal reit etf | $313,000 | – | 10,232 | +100.0% | 0.11% | – |
| TTT | New | PROSHARES TRulsh 20yrtre new | $309,000 | – | 10,000 | +100.0% | 0.11% | – |
| SYK | New | STRYKER CORPORATION | $303,000 | – | 1,132 | +100.0% | 0.11% | – |
| MYD | New | BLACKROCK MUNIYIELD FD INC | $298,000 | – | 20,253 | +100.0% | 0.10% | – |
| MRK | New | MERCK &CO INC | $296,000 | – | 3,857 | +100.0% | 0.10% | – |
| ARKK | New | ARK ETF TRinnovation etf | $289,000 | – | 3,053 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $290,000 | – | 3,103 | +100.0% | 0.10% | – |
| BDX | New | BECTON DICKINSON &CO | $282,000 | – | 1,120 | +100.0% | 0.10% | – |
| CG | New | CARLYLE GROUP INC | $282,000 | – | 5,144 | +100.0% | 0.10% | – |
| RBLX | New | ROBLOX CORPcl a | $282,000 | – | 2,738 | +100.0% | 0.10% | – |
| TTD | New | THE TRADE DESK INC | $280,000 | – | 3,059 | +100.0% | 0.10% | – |
| F | New | FORD MTR CO DEL | $270,000 | – | 12,977 | +100.0% | 0.09% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $265,000 | – | 407 | +100.0% | 0.09% | – |
| DVY | New | ISHARES TRselect divid etf | $264,000 | – | 2,151 | +100.0% | 0.09% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $262,000 | – | 11,926 | +100.0% | 0.09% | – |
| ARCC | New | ARES CAPITAL CORP | $262,000 | – | 12,369 | +100.0% | 0.09% | – |
| MELI | New | MERCADOLIBRE INC | $260,000 | – | 193 | +100.0% | 0.09% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $258,000 | – | 2,754 | +100.0% | 0.09% | – |
| UBER | New | UBER TECHNOLOGIES INC | $253,000 | – | 6,029 | +100.0% | 0.09% | – |
| New | CION INVT CORP | $243,000 | – | 18,575 | +100.0% | 0.08% | – | |
| CI | New | CIGNA CORP NEW | $242,000 | – | 1,054 | +100.0% | 0.08% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $241,000 | – | 6,161 | +100.0% | 0.08% | – |
| MUB | New | ISHARES TRnational mun etf | $233,000 | – | 2,000 | +100.0% | 0.08% | – |
| PYPL | New | PAYPAL HLDGS INC | $224,000 | – | 1,186 | +100.0% | 0.08% | – |
| LULU | New | LULULEMON ATHLETICA INC | $221,000 | – | 565 | +100.0% | 0.08% | – |
| DEO | New | DIAGEO PLCspon adr new | $219,000 | – | 996 | +100.0% | 0.08% | – |
| CGBD | New | TCG BDC INC | $214,000 | – | 15,604 | +100.0% | 0.08% | – |
| SRE | New | SEMPRA | $214,000 | – | 1,615 | +100.0% | 0.08% | – |
| SWCH | New | SWITCH INCcl a | $212,000 | – | 7,400 | +100.0% | 0.07% | – |
| GNMA | New | ISHARES TRgnma bond etf | $208,000 | – | 4,174 | +100.0% | 0.07% | – |
| SIVB | New | SVB FINANCIAL GROUP | $208,000 | – | 306 | +100.0% | 0.07% | – |
| BK | New | BANK NEW YORK MELLON CORP | $202,000 | – | 3,484 | +100.0% | 0.07% | – |
| SNAP | New | SNAP INCcl a | $202,000 | – | 4,292 | +100.0% | 0.07% | – |
| DAL | New | DELTA AIR LINES INC DEL | $201,000 | – | 5,151 | +100.0% | 0.07% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $200,000 | – | 1,834 | +100.0% | 0.07% | – |
| EBAY | New | EBAY INC. | $201,000 | – | 3,026 | +100.0% | 0.07% | – |
| PBF | New | PBF ENERGY INCcl a | $199,000 | – | 15,326 | +100.0% | 0.07% | – |
| MCA | New | BLACKROCK MUNIYIELD CALIF QU | $173,000 | – | 10,893 | +100.0% | 0.06% | – |
| ABEV | New | AMBEV SAsponsored adr | $87,000 | – | 31,113 | +100.0% | 0.03% | – |
| AEG | New | AEGON N V | $65,000 | – | 13,139 | +100.0% | 0.02% | – |
| RIG | New | TRANSOCEAN LTD | $47,000 | – | 16,983 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK ETF TRUST | 8 | Q3 2023 | 9.7% |
| APPLE INC | 8 | Q3 2023 | 8.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 9.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.3% |
| AMAZON COM INC | 8 | Q3 2023 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.3% |
| META PLATFORMS INC | 8 | Q3 2023 | 3.2% |
| TESLA INC | 8 | Q3 2023 | 2.7% |
| NUVEEN CA QUALTY MUN INCOME | 8 | Q3 2023 | 2.9% |
View REGATTA CAPITAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-23 |
View REGATTA CAPITAL GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.