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Disclosery

REGIMEN WEALTH, LLC: IUSB position timeline

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

REGIMEN WEALTH, LLC held 75,655 IUSB 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 75,655 shares
    Change vs previous 13F -1,409 shares

    0.94% of the 13F portfolio, value $3,496,358.

    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 77,064 shares
    Change vs previous 13F -55,461 shares

    1.04% of the 13F portfolio, value $3,559,566.

    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 132,525 shares
    Change vs previous 13F +3,468 shares

    1.8% of the 13F portfolio, value $6,167,713.

    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 129,057 shares
    Change vs previous 13F +2,637 shares

    1.79% of the 13F portfolio, value $6,027,346.

    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 126,420 shares
    Change vs previous 13F -32,417 shares

    1.81% of the 13F portfolio, value $5,844,376.

    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 158,837 shares
    Change vs previous 13F -1,082 shares

    2.35% of the 13F portfolio, value $7,316,783.

    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 159,919 shares
    Change vs previous 13F +23,538 shares

    2.35% of the 13F portfolio, value $7,209,058.

    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 136,381 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,426,269.

    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).