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Disclosery

Beta Wealth Group, Inc.: REZ position timeline

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

Beta Wealth Group, Inc. held 6,245 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 6,245 shares
    Change vs previous 13F -1,737 shares

    0.22% of the 13F portfolio, value $591,353.

    13F-HR 0001594417-26-000003 filed by Beta Wealth Group, 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 7,982 shares
    Change vs previous 13F +1,084 shares

    0.27% of the 13F portfolio, value $664,149.

    13F-HR 0001594417-26-000002 filed by Beta Wealth Group, 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 6,898 shares
    Change vs previous 13F -329 shares

    0.23% of the 13F portfolio, value $570,029.

    13F-HR 0001594417-26-000001 filed by Beta Wealth Group, 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 7,227 shares
    Change vs previous 13F +179 shares

    0.24% of the 13F portfolio, value $614,110.

    13F-HR 0001594417-25-000007 filed by Beta Wealth Group, 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 7,048 shares
    Change vs previous 13F +115 shares

    0.21% of the 13F portfolio, value $580,372.

    13F-HR 0001594417-25-000005 filed by Beta Wealth Group, 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 6,933 shares
    Change vs previous 13F -1,172 shares

    0.22% of the 13F portfolio, value $599,140.

    13F-HR 0001594417-25-000003 filed by Beta Wealth Group, 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 8,105 shares
    Change vs previous 13F -671 shares

    0.29% of the 13F portfolio, value $656,695.

    13F-HR 0001594417-25-000001 filed by Beta Wealth Group, 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 8,776 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $779,499.

    13F-HR 0001594417-24-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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