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Disclosery

Comprehensive Wealth Management, LLC: REZ position timeline

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

Comprehensive Wealth Management, LLC held 14,440 REZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,440 shares
    Change vs previous 13F +942 shares

    0.62% of the 13F portfolio, value $1,367,305.

    13F-HR 0001535202-26-000003 filed by Comprehensive 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 13,498 shares
    Change vs previous 13F +917 shares

    0.57% of the 13F portfolio, value $1,123,169.

    13F-HR 0001535202-26-000002 filed by Comprehensive 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 12,581 shares
    Change vs previous 13F +1,760 shares

    0.61% of the 13F portfolio, value $1,039,694.

    13F-HR 0001535202-26-000001 filed by Comprehensive 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 10,821 shares
    Change vs previous 13F +2,922 shares

    0.65% of the 13F portfolio, value $919,460.

    13F-HR 0001535202-25-000007 filed by Comprehensive 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 7,899 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $650,404.

    13F-HR 0001535202-25-000003 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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