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Disclosery

REGIMEN WEALTH, LLC: EFG position timeline

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

REGIMEN WEALTH, LLC held 104,650 EFG 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 104,650 shares
    Change vs previous 13F +2,180 shares

    3.51% of the 13F portfolio, value $13,020,592.

    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 102,470 shares
    Change vs previous 13F -5,444 shares

    3.33% of the 13F portfolio, value $11,412,047.

    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 107,914 shares
    Change vs previous 13F +922 shares

    3.6% of the 13F portfolio, value $12,293,582.

    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 106,992 shares
    Change vs previous 13F -499 shares

    3.62% of the 13F portfolio, value $12,180,721.

    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 107,491 shares
    Change vs previous 13F -19,167 shares

    3.74% of the 13F portfolio, value $12,038,998.

    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 126,658 shares
    Change vs previous 13F +119 shares

    4.07% of the 13F portfolio, value $12,668,593.

    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 126,539 shares
    Change vs previous 13F +14,348 shares

    4% of the 13F portfolio, value $12,250,741.

    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 112,191 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $12,077,325.

    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).