REGIMEN WEALTH, LLC quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, REGIMEN WEALTH, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$61,420); the largest decrease was BERKSHIRE HATHAWAY INC DEL (+$61,420).
Two Form 13F-HR filings compared (SEC CIK 1963863): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WIT Partners Advisory Pte. Ltd. | Singapore | $0.342B | 16 |
| Vectors Research Management, LLC | United States | $0.342B | 142 |
| CONSILIO WEALTH ADVISORS, LLC | United States | $0.342B | 101 |
| FC Advisory LLC | United States | $0.342B | 115 |
| VAN STRUM & TOWNE INC. | United States | $0.343B | 111 |
| Fieldview Capital Management, LLC | United States | $0.343B | 468 |
| Slotnik Capital, LLC | United States | $0.342B | 27 |
| Yakira Capital Management, Inc. | United States | $0.342B | 196 |
| Grandview Asset Management LLC | United States | $0.342B | 137 |
| M. Kraus & Co | United States | $0.343B | 81 |