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Disclosery

REGIMEN WEALTH, LLC: EFV position timeline

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

REGIMEN WEALTH, LLC held 20,046 EFV 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 20,046 shares
    Change vs previous 13F +240 shares

    0.42% of the 13F portfolio, value $1,542,584.

    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 19,806 shares
    Change vs previous 13F -27,241 shares

    0.43% of the 13F portfolio, value $1,472,575.

    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 47,047 shares
    Change vs previous 13F +1,024 shares

    0.98% of the 13F portfolio, value $3,359,605.

    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 46,023 shares
    Change vs previous 13F +127 shares

    0.93% of the 13F portfolio, value $3,121,075.

    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 45,896 shares
    Change vs previous 13F +5,236 shares

    0.9% of the 13F portfolio, value $2,913,507.

    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 40,660 shares
    Change vs previous 13F -936 shares

    0.77% of the 13F portfolio, value $2,395,775.

    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 41,596 shares
    Change vs previous 13F +16,117 shares

    0.71% of the 13F portfolio, value $2,180,161.

    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 25,479 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,465,781.

    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).