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Disclosery

REGIMEN WEALTH, LLC: VOT position timeline

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

REGIMEN WEALTH, LLC held 42,211 VOT 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 42,211 shares
    Change vs previous 13F +287 shares

    3.48% of the 13F portfolio, value $12,929,289.

    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 41,924 shares
    Change vs previous 13F +3,720 shares

    3.15% of the 13F portfolio, value $10,789,079.

    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 38,204 shares
    Change vs previous 13F -137 shares

    3.12% of the 13F portfolio, value $10,664,294.

    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 38,341 shares
    Change vs previous 13F -284 shares

    3.34% of the 13F portfolio, value $11,259,309.

    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 38,625 shares
    Change vs previous 13F +8,379 shares

    3.41% of the 13F portfolio, value $10,984,522.

    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 30,246 shares
    Change vs previous 13F +281 shares

    2.38% of the 13F portfolio, value $7,402,402.

    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 29,965 shares
    Change vs previous 13F -1,642 shares

    2.48% of the 13F portfolio, value $7,603,577.

    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 31,607 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $7,695,411.

    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).