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Ascension Capital Advisors, Inc.: REZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascension Capital Advisors, Inc. on REZ, newest first. How the timeline and the estimate are built.

Ascension Capital Advisors, Inc. held 120,288 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,288 shares
    Change vs previous 13F +640 shares

    3.2% of the 13F portfolio, value $11,389,914.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    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 119,648 shares
    Change vs previous 13F +14,660 shares

    3.13% of the 13F portfolio, value $9,955,910.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    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 104,988 shares
    Change vs previous 13F +10,140 shares

    2.98% of the 13F portfolio, value $8,676,208.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    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 94,848 shares
    Change vs previous 13F +92 shares

    3.14% of the 13F portfolio, value $8,059,235.

    13F-HR 0001689227-25-000003 filed by Ascension Capital Advisors, Inc.
    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 94,756 shares
    Change vs previous 13F +557 shares

    3.26% of the 13F portfolio, value $7,802,209.

    13F-HR 0001085146-25-004678 filed by Ascension Capital Advisors, Inc.
    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 94,199 shares
    Change vs previous 13F +5,108 shares

    3.72% of the 13F portfolio, value $8,140,678.

    13F-HR 0001085146-25-002618 filed by Ascension Capital Advisors, Inc.
    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 89,091 shares
    Change vs previous 13F +2,160 shares

    3.15% of the 13F portfolio, value $7,218,153.

    13F-HR 0001085146-25-000781 filed by Ascension Capital Advisors, Inc.
    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 86,931 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $7,721,211.

    13F-HR 0001085146-24-005265 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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