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REGIMEN WEALTH, LLC: VWOB position timeline

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

REGIMEN WEALTH, LLC held 342,544 VWOB 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 342,544 shares
    Change vs previous 13F +10,874 shares

    6.21% of the 13F portfolio, value $23,032,644.

    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 331,670 shares
    Change vs previous 13F +101,282 shares

    6.37% of the 13F portfolio, value $21,787,431.

    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 230,388 shares
    Change vs previous 13F +4,227 shares

    4.54% of the 13F portfolio, value $15,535,066.

    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 226,161 shares
    Change vs previous 13F +3,981 shares

    4.49% of the 13F portfolio, value $15,123,732.

    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 222,180 shares
    Change vs previous 13F +66,859 shares

    4.51% of the 13F portfolio, value $14,519,436.

    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 155,321 shares
    Change vs previous 13F +3,313 shares

    3.21% of the 13F portfolio, value $9,974,451.

    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 152,008 shares
    Change vs previous 13F +6,901 shares

    3.13% of the 13F portfolio, value $9,599,295.

    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 145,107 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $9,630,754.

    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).