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Regimen Wealth, LLC

SEC CIK
0001963863
Latest filing
Aug 5, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Regimen Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
296
Value
$276.9K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of COST by Regimen Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026296$276.9K0.1%00.0%UnchangedHolders
Q1 2026296$294.5K0.1%+1+0.3%AddedHolders
Q4 2025295$254.6K0.1%00.0%UnchangedHolders
Q3 2025295$272.9K0.1%+1+0.3%AddedHolders
Q2 2025294$291.4K0.1%00.0%UnchangedHolders
Q1 2025294$278.1K0.1%+8+2.8%AddedHolders
Q4 2024286$261.8K0.1%+1+0.4%AddedHolders
Q3 2024285$253.0K0.1%00.0%UnchangedHolders
Q2 2024285$242.2K0.1%+8+2.9%AddedHolders
Q1 2024277$202.6K0.1%+277NewHolders