REGIMEN WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$309M
Signature - Title
Kevin Kim - Compliance Consultant
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by REGIMEN WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. REGIMEN WEALTH, LLC reported 65 stock holdings with total value $309M as of Q3 2024. Top holdings included HDV, SCHD, FBND, MUB, and USFR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 65 $309M +$4.71M -$1.18M +$3.54M HDV, SCHD, FBND, MUB, USFR 13F-HR 11/13/2024, 07:44 PM
Q2 2024 62 $290M +$13.4M -$10.9M +$2.53M HDV, SCHD, FBND, MUB, USFR 13F-HR 8/14/2024, 02:32 PM
Q1 2024 64 $288M +$32.6M -$14.6M +$18M SCHD, HDV, FBND, MUB, USFR 13F-HR 5/14/2024, 12:13 PM
Q4 2023 61 $261M +$21.3M -$8.94M +$12.3M SCHD, HDV, FBND, USFR, MUB 13F-HR 2/13/2024, 08:10 PM
Q3 2023 57 $243M +$16.4M -$5.9M +$10.5M HDV, FBND, SCHD, USFR, MUB 13F-HR 11/13/2023, 04:03 PM
Q2 2023 54 $241M +$21M -$6.62M +$14.4M HDV, FBND, SCHD, USFR, MUB 13F-HR 8/8/2023, 11:50 AM
Q1 2023 57 $229M +$107M -$34.6M +$71.9M HDV, FBND, SCHD, USFR, MUB 13F-HR 5/5/2023, 11:18 AM
Q4 2022 61 $149M $0 $0 HDV, USFR, SCHG, CDC, STIP 13F-HR 2/6/2023, 04:09 PM