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FAMILY WEALTH PARTNERS, LLC: REZ position timeline

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

FAMILY WEALTH PARTNERS, LLC held 8,061 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,061 shares
    Change vs previous 13F +513 shares

    0.23% of the 13F portfolio, value $763,302.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, 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 7,548 shares
    Change vs previous 13F +1,615 shares

    0.21% of the 13F portfolio, value $627,791.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, 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 5,933 shares
    Change vs previous 13F +144 shares

    0.18% of the 13F portfolio, value $490,334.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, 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 5,789 shares
    Change vs previous 13F +1,992 shares

    0.18% of the 13F portfolio, value $491,896.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, 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 3,797 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $312,633.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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