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AllSquare Wealth Management LLC: RZV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllSquare Wealth Management LLC on RZV, newest first. How the timeline and the estimate are built.

AllSquare Wealth Management LLC held 69,049 RZV shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 69,049 shares
    Change vs previous 13F -121 shares

    4.3% of the 13F portfolio, value $8,150,453.

    13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 69,170 shares
    Change vs previous 13F +20 shares

    4.07% of the 13F portfolio, value $7,246,641.

    13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 69,150 shares
    Change vs previous 13F -2,764 shares

    4.06% of the 13F portfolio, value $6,835,436.

    13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 71,914 shares
    Change vs previous 13F -582 shares

    4.61% of the 13F portfolio, value $8,008,753.

    13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 72,496 shares
    Change vs previous 13F -905 shares

    4.5% of the 13F portfolio, value $7,927,127.

    13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 73,401 shares
    Change vs previous 13F -1,341 shares

    4.37% of the 13F portfolio, value $7,282,400.

    13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 74,742 shares
    Change vs previous 13F -429 shares

    4.71% of the 13F portfolio, value $8,035,478.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 75,171 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $8,064,183.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).