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Disclosery

REGIMEN WEALTH, LLC: IVW position timeline

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

REGIMEN WEALTH, LLC held 17,141 IVW 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 17,141 shares
    Change vs previous 13F -413 shares

    0.64% of the 13F portfolio, value $2,365,342.

    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 17,554 shares
    Change vs previous 13F -7,790 shares

    0.58% of the 13F portfolio, value $1,985,528.

    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 25,344 shares
    Change vs previous 13F -189 shares

    0.91% of the 13F portfolio, value $3,123,906.

    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 25,533 shares
    Change vs previous 13F +44 shares

    0.91% of the 13F portfolio, value $3,080,926.

    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 25,489 shares
    Change vs previous 13F -2,446 shares

    0.87% of the 13F portfolio, value $2,806,341.

    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 27,935 shares
    Change vs previous 13F -506 shares

    0.83% of the 13F portfolio, value $2,594,744.

    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 28,441 shares
    Change vs previous 13F +7,804 shares

    0.94% of the 13F portfolio, value $2,884,353.

    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 20,637 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,975,990.

    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).