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Disclosery

REGIMEN WEALTH, LLC: MA position timeline

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

REGIMEN WEALTH, LLC held 493 MA 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 493 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $253,021.

    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 492 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $245,726.

    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 491 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $280,304.

    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 490 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $278,903.

    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 490 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $275,163.

    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 489 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $268,039.

    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 488 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $257,156.

    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 488 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $240,847.

    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).