Skip to content
Disclosery

REGIMEN WEALTH, LLC: MUB position timeline

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

REGIMEN WEALTH, LLC held 17,633 MUB 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 17,633 shares
    Change vs previous 13F +140 shares

    0.51% of the 13F portfolio, value $1,897,670.

    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 17,493 shares
    Change vs previous 13F +92 shares

    0.54% of the 13F portfolio, value $1,856,906.

    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 17,401 shares
    Change vs previous 13F +178 shares

    0.55% of the 13F portfolio, value $1,863,804.

    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 17,223 shares
    Change vs previous 13F +136 shares

    0.54% of the 13F portfolio, value $1,834,038.

    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 17,087 shares
    Change vs previous 13F -189,888 shares

    0.55% of the 13F portfolio, value $1,785,291.

    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 206,975 shares
    Change vs previous 13F +5,172 shares

    7.02% of the 13F portfolio, value $21,823,426.

    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 201,803 shares
    Change vs previous 13F +16,223 shares

    7.02% of the 13F portfolio, value $21,502,063.

    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 185,580 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $20,159,608.

    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).