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Aprio Wealth Management, LLC: REZ position timeline

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

Aprio Wealth Management, LLC held 190,724 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,724 shares
    Change vs previous 13F -16,143 shares

    0.89% of the 13F portfolio, value $18,059,442.

    13F-HR 0001398344-26-012645 filed by Aprio 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 ended2026-03-31
    13F 206,867 shares
    Change vs previous 13F +21,251 shares

    0.94% of the 13F portfolio, value $17,213,408.

    13F-HR 0001398344-26-008933 filed by Aprio 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 ended2025-12-31
    13F 185,616 shares
    Change vs previous 13F +7,802 shares

    0.88% of the 13F portfolio, value $15,339,302.

    13F-HR 0001803519-26-000001 filed by Aprio 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 ended2025-09-30
    13F 177,814 shares
    Change vs previous 13F -76,047 shares

    1.5% of the 13F portfolio, value $15,108,817.

    13F-HR 0001803519-25-000006 filed by Aprio 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 ended2025-06-30
    13F 253,861 shares
    Change vs previous 13F -46,892 shares

    2.36% of the 13F portfolio, value $20,902,895.

    13F-HR 0001803519-25-000004 filed by Aprio 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 ended2025-03-31
    13F 300,753 shares
    Change vs previous 13F -2,461 shares

    3.26% of the 13F portfolio, value $25,991,042.

    13F-HR 0001803519-25-000003 filed by Aprio 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 ended2024-12-31
    13F 303,214 shares
    Change vs previous 13F +45,685 shares

    3.58% of the 13F portfolio, value $24,566,417.

    13F-HR 0001472800-25-000002 filed by Aprio 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 ended2024-09-30
    13F 257,529 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $22,873,719.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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