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Disclosery

REGIMEN WEALTH, LLC: SPYG position timeline

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

REGIMEN WEALTH, LLC held 42,357 SPYG 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 42,357 shares
    Change vs previous 13F +14 shares

    1.36% of the 13F portfolio, value $5,029,639.

    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 42,343 shares
    Change vs previous 13F -9,716 shares

    1.21% of the 13F portfolio, value $4,145,755.

    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 52,059 shares
    Change vs previous 13F -1,275 shares

    1.62% of the 13F portfolio, value $5,554,657.

    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 53,334 shares
    Change vs previous 13F -1,957 shares

    1.65% of the 13F portfolio, value $5,573,979.

    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 55,291 shares
    Change vs previous 13F -22,543 shares

    1.64% of the 13F portfolio, value $5,270,383.

    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 77,834 shares
    Change vs previous 13F +815 shares

    2.01% of the 13F portfolio, value $6,255,538.

    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 77,019 shares
    Change vs previous 13F -7,925 shares

    2.21% of the 13F portfolio, value $6,769,953.

    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 84,944 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $7,045,238.

    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).