Skip to content
Disclosery

REGIMEN WEALTH, LLC: VYMI position timeline

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

REGIMEN WEALTH, LLC held 143,731 VYMI 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 143,731 shares
    Change vs previous 13F +3,638 shares

    3.8% of the 13F portfolio, value $14,114,429.

    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 140,093 shares
    Change vs previous 13F -7,265 shares

    3.86% of the 13F portfolio, value $13,202,368.

    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 147,358 shares
    Change vs previous 13F -551 shares

    3.88% of the 13F portfolio, value $13,262,189.

    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 147,909 shares
    Change vs previous 13F -76 shares

    3.72% of the 13F portfolio, value $12,518,652.

    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 147,985 shares
    Change vs previous 13F -14,603 shares

    3.68% of the 13F portfolio, value $11,855,049.

    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 162,588 shares
    Change vs previous 13F +1,900 shares

    3.85% of the 13F portfolio, value $11,983,908.

    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 160,688 shares
    Change vs previous 13F +3,172 shares

    3.56% of the 13F portfolio, value $10,907,472.

    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 157,516 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $11,564,815.

    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).