Ownership history in REGIMEN WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in ISHARES TR (HDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 228,736 | +811 | +0.4% | 8.14% | $27.8M | $120.86 |
| 2025 Q3 | ADDED | 227,925 | +48 | +0.0% | 8.28% | $27.9M | $120.46 |
| 2025 Q2 | REDUCED | 227,877 | -35,465 | -13.5% | 8.29% | $26.7M | $114.37 |
| 2025 Q1 | ADDED | 263,342 | +4,289 | +1.7% | 10.26% | $31.9M | $117.31 |
| 2024 Q4 | REDUCED | 259,053 | -5,922 | -2.2% | 9.50% | $29.1M | $108.01 |
| 2024 Q3 | ADDED | 264,975 | +1,818 | +0.7% | 10.08% | $31.2M | $112.06 |
| 2024 Q2 | ADDED | 263,157 | +1,570 | +0.6% | 9.85% | $28.6M | $102.49 |
| 2024 Q1 | ADDED | 261,587 | +8,393 | +3.3% | 10.00% | $28.8M | $103.03 |
| 2023 Q4 | ADDED | 253,194 | +20,539 | +8.8% | 9.94% | $26.0M | $94.61 |
| 2023 Q3 | ADDED | 232,655 | +7,575 | +3.4% | 9.45% | $23.0M | $90.87 |
As of 2025 Q4 — sorted by position size