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Disclosery

REGIMEN WEALTH, LLC: FBND position timeline

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

REGIMEN WEALTH, LLC held 591,500 FBND 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 591,500 shares
    Change vs previous 13F +15,942 shares

    7.25% of the 13F portfolio, value $26,907,339.

    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 575,558 shares
    Change vs previous 13F +71,051 shares

    7.67% of the 13F portfolio, value $26,256,946.

    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 504,507 shares
    Change vs previous 13F +3,892 shares

    6.79% of the 13F portfolio, value $23,227,496.

    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 500,615 shares
    Change vs previous 13F +9,857 shares

    6.87% of the 13F portfolio, value $23,139,497.

    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 490,758 shares
    Change vs previous 13F -108,172 shares

    6.97% of the 13F portfolio, value $22,452,177.

    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 598,930 shares
    Change vs previous 13F +7,303 shares

    8.79% of the 13F portfolio, value $27,352,346.

    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 591,627 shares
    Change vs previous 13F +46,048 shares

    8.67% of the 13F portfolio, value $26,546,308.

    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 545,579 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $25,500,356.

    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).