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Disclosery

REGIMEN WEALTH, LLC: BAI position timeline

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

REGIMEN WEALTH, LLC held 27,733 BAI 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 27,733 shares
    Change vs previous 13F -934 shares

    0.39% of the 13F portfolio, value $1,460,911.

    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 28,667 shares
    Change vs previous 13F +12,966 shares

    0.28% of the 13F portfolio, value $944,569.

    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 15,701 shares
    Change vs previous 13F -82 shares

    0.15% of the 13F portfolio, value $522,855.

    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 15,783 shares
    Change vs previous 13F -105 shares

    0.16% of the 13F portfolio, value $539,129.

    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 15,888 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $458,354.

    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).