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CASTLE WEALTH MANAGEMENT LLC: REZ position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 62,096 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,096 shares
    Change vs previous 13F +1,550 shares

    1.74% of the 13F portfolio, value $5,879,780.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 60,546 shares
    Change vs previous 13F +3,457 shares

    1.63% of the 13F portfolio, value $5,038,054.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 57,089 shares
    Change vs previous 13F -304 shares

    1.56% of the 13F portfolio, value $4,717,857.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 57,393 shares
    Change vs previous 13F +1,663 shares

    1.65% of the 13F portfolio, value $4,876,668.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 55,730 shares
    Change vs previous 13F +2,765 shares

    1.67% of the 13F portfolio, value $4,588,832.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 52,965 shares
    Change vs previous 13F +873 shares

    1.79% of the 13F portfolio, value $4,577,260.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 52,092 shares
    Change vs previous 13F -533 shares

    1.66% of the 13F portfolio, value $4,220,491.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 52,625 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $4,674,156.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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