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Disclosery

REGIMEN WEALTH, LLC: MBB position timeline

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

REGIMEN WEALTH, LLC held 11,236 MBB 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 11,236 shares
    Change vs previous 13F -243 shares

    0.29% of the 13F portfolio, value $1,062,802.

    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 11,479 shares
    Change vs previous 13F -3,718 shares

    0.32% of the 13F portfolio, value $1,089,916.

    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 15,197 shares
    Change vs previous 13F +484 shares

    0.42% of the 13F portfolio, value $1,447,057.

    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 14,713 shares
    Change vs previous 13F +362 shares

    0.42% of the 13F portfolio, value $1,399,684.

    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 14,351 shares
    Change vs previous 13F -2,654 shares

    0.42% of the 13F portfolio, value $1,347,444.

    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 17,005 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $1,594,748.

    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 17,004 shares
    Change vs previous 13F +517 shares

    0.51% of the 13F portfolio, value $1,554,539.

    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 16,487 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,579,579.

    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).