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REGIMEN WEALTH, LLC: FDVV position timeline

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

REGIMEN WEALTH, LLC held 278,629 FDVV 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 278,629 shares
    Change vs previous 13F +5,232 shares

    4.53% of the 13F portfolio, value $16,798,558.

    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 273,397 shares
    Change vs previous 13F -91,475 shares

    4.41% of the 13F portfolio, value $15,102,464.

    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 364,872 shares
    Change vs previous 13F -1,987 shares

    6.05% of the 13F portfolio, value $20,684,598.

    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 366,859 shares
    Change vs previous 13F -2,231 shares

    6.06% of the 13F portfolio, value $20,427,168.

    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 369,090 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $19,200,068.

    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).