Skip to content
Disclosery

REGIMEN WEALTH, LLC: VTEB position timeline

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

REGIMEN WEALTH, LLC held 519,938 VTEB 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 519,938 shares
    Change vs previous 13F +14,388 shares

    7.09% of the 13F portfolio, value $26,298,478.

    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 505,550 shares
    Change vs previous 13F +59,670 shares

    7.37% of the 13F portfolio, value $25,207,265.

    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 445,880 shares
    Change vs previous 13F +9,879 shares

    6.56% of the 13F portfolio, value $22,423,296.

    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 436,001 shares
    Change vs previous 13F +1,682 shares

    6.48% of the 13F portfolio, value $21,832,281.

    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 434,319 shares
    Change vs previous 13F +400,759 shares

    6.61% of the 13F portfolio, value $21,294,669.

    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 33,560 shares
    Change vs previous 13F -1,431 shares

    0.54% of the 13F portfolio, value $1,665,243.

    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 34,991 shares
    Change vs previous 13F +365 shares

    0.57% of the 13F portfolio, value $1,754,082.

    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 34,626 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,770,080.

    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).