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Disclosery

REGIMEN WEALTH, LLC: IVE position timeline

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

REGIMEN WEALTH, LLC held 13,875 IVE 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 13,875 shares
    Change vs previous 13F -114 shares

    0.85% of the 13F portfolio, value $3,165,207.

    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 13,989 shares
    Change vs previous 13F +1,595 shares

    0.86% of the 13F portfolio, value $2,953,720.

    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 12,394 shares
    Change vs previous 13F +61 shares

    0.77% of the 13F portfolio, value $2,628,438.

    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 12,333 shares
    Change vs previous 13F +81 shares

    0.76% of the 13F portfolio, value $2,546,239.

    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 12,252 shares
    Change vs previous 13F +4,560 shares

    0.74% of the 13F portfolio, value $2,394,246.

    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 7,692 shares
    Change vs previous 13F -69 shares

    0.47% of the 13F portfolio, value $1,465,913.

    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 7,761 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,480,106.

    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 7,761 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,530,280.

    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).