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Burns Matteson Capital Management, LLC: REZ position timeline

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

Burns Matteson Capital Management, LLC held 14,249 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,249 shares
    Change vs previous 13F -323 shares

    0.43% of the 13F portfolio, value $1,349,174.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital 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 14,572 shares
    Change vs previous 13F -7,867 shares

    0.47% of the 13F portfolio, value $1,212,563.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital 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 22,439 shares
    Change vs previous 13F -768 shares

    0.74% of the 13F portfolio, value $1,854,351.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital 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 23,207 shares
    Change vs previous 13F +4,316 shares

    0.83% of the 13F portfolio, value $1,971,873.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital 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 18,891 shares
    Change vs previous 13F +109 shares

    0.75% of the 13F portfolio, value $1,555,518.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital 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 18,782 shares
    Change vs previous 13F +1,104 shares

    0.87% of the 13F portfolio, value $1,623,149.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital 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 17,678 shares
    Change vs previous 13F +115 shares

    0.8% of the 13F portfolio, value $1,432,256.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital 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 17,563 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,559,915.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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