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REGIMEN WEALTH, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REGIMEN WEALTH, LLC on AAPL, newest first. How the timeline and the estimate are built.

REGIMEN WEALTH, LLC held 16,277 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,277 shares
    Change vs previous 13F +15 shares

    1.27% of the 13F portfolio, value $4,709,897.

    13F-HR 0001765380-26-000285 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,262 shares
    Change vs previous 13F +15 shares

    1.21% of the 13F portfolio, value $4,127,179.

    13F-HR 0001765380-26-000178 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,247 shares
    Change vs previous 13F -56 shares

    1.29% of the 13F portfolio, value $4,416,900.

    13F-HR 0001963863-26-000001 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,303 shares
    Change vs previous 13F +18 shares

    1.23% of the 13F portfolio, value $4,151,355.

    13F-HR 0001765380-25-000464 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,285 shares
    Change vs previous 13F -698 shares

    1.04% of the 13F portfolio, value $3,341,249.

    13F-HR 0001765380-25-000292 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,983 shares
    Change vs previous 13F +128 shares

    1.21% of the 13F portfolio, value $3,772,486.

    13F-HR 0001765380-25-000230 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,855 shares
    Change vs previous 13F -556 shares

    1.38% of the 13F portfolio, value $4,220,883.

    13F-HR 0001765380-25-000103 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,411 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,056,778.

    13F-HR 0001765380-24-000456 filed by REGIMEN WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).