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REGIMEN WEALTH, LLC: USFR position timeline

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

REGIMEN WEALTH, LLC held 300,141 USFR 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 300,141 shares
    Change vs previous 13F +6,255 shares

    4.07% of the 13F portfolio, value $15,112,104.

    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 293,886 shares
    Change vs previous 13F -134,448 shares

    4.32% of the 13F portfolio, value $14,794,226.

    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 428,334 shares
    Change vs previous 13F +2,630 shares

    6.3% of the 13F portfolio, value $21,553,759.

    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 425,704 shares
    Change vs previous 13F +4,910 shares

    6.35% of the 13F portfolio, value $21,396,841.

    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 420,794 shares
    Change vs previous 13F +1,230 shares

    6.57% of the 13F portfolio, value $21,170,123.

    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 419,564 shares
    Change vs previous 13F +7,215 shares

    6.79% of the 13F portfolio, value $21,122,239.

    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 412,349 shares
    Change vs previous 13F +29,963 shares

    6.78% of the 13F portfolio, value $20,749,384.

    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 382,386 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $19,203,431.

    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).