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REGIMEN WEALTH, LLC: AVUV position timeline

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

REGIMEN WEALTH, LLC held 109,114 AVUV 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 109,114 shares
    Change vs previous 13F +967 shares

    3.67% of the 13F portfolio, value $13,613,113.

    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 108,147 shares
    Change vs previous 13F -4,155 shares

    3.49% of the 13F portfolio, value $11,947,014.

    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 112,302 shares
    Change vs previous 13F -737 shares

    3.35% of the 13F portfolio, value $11,452,565.

    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 113,039 shares
    Change vs previous 13F -846 shares

    3.34% of the 13F portfolio, value $11,243,928.

    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 113,885 shares
    Change vs previous 13F +11,491 shares

    3.22% of the 13F portfolio, value $10,374,892.

    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 102,394 shares
    Change vs previous 13F +2,403 shares

    2.87% of the 13F portfolio, value $8,928,477.

    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 99,991 shares
    Change vs previous 13F -4,856 shares

    3.15% of the 13F portfolio, value $9,652,116.

    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 104,847 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $10,060,044.

    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).