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REGIMEN WEALTH, LLC: HDV position timeline

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

REGIMEN WEALTH, LLC held 1,203,858 HDV 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 1,203,858 shares
    Change vs previous 13F +968,476 shares

    8.89% of the 13F portfolio, value $32,997,747.

    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 235,382 shares
    Change vs previous 13F +6,646 shares

    9.33% of the 13F portfolio, value $31,943,753.

    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 228,736 shares
    Change vs previous 13F +811 shares

    8.14% of the 13F portfolio, value $27,816,534.

    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 227,925 shares
    Change vs previous 13F +48 shares

    8.28% of the 13F portfolio, value $27,900,678.

    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 227,877 shares
    Change vs previous 13F -35,465 shares

    8.29% of the 13F portfolio, value $26,700,358.

    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 263,342 shares
    Change vs previous 13F +4,289 shares

    10.26% of the 13F portfolio, value $31,903,788.

    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 259,053 shares
    Change vs previous 13F -5,922 shares

    9.5% of the 13F portfolio, value $29,081,302.

    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 264,975 shares
    Change vs previous 13F not available

    10.08% of the 13F portfolio, value $31,166,361.

    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).