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Koa Wealth Management, LLC: REXR position timeline

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

Koa Wealth Management, LLC held 42,899 REXR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,899 shares
    Change vs previous 13F -3,369 shares

    0.98% of the 13F portfolio, value $1,437,133.

    13F-HR 0001172661-26-002703 filed by Koa 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 46,268 shares
    Change vs previous 13F +408 shares

    1.09% of the 13F portfolio, value $1,514,343.

    13F-HR 0001172661-26-001567 filed by Koa 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 45,860 shares
    Change vs previous 13F +5,235 shares

    1.22% of the 13F portfolio, value $1,775,682.

    13F-HR 0001172661-26-000393 filed by Koa 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 40,625 shares
    Change vs previous 13F +22,168 shares

    1.24% of the 13F portfolio, value $1,670,092.

    13F-HR 0001172661-25-004446 filed by Koa 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 18,457 shares
    Change vs previous 13F +4,191 shares

    0.52% of the 13F portfolio, value $656,523.

    13F-HR 0001172661-25-002749 filed by Koa 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 14,266 shares
    Change vs previous 13F -18,500 shares

    0.45% of the 13F portfolio, value $558,519.

    13F-HR 0001172661-25-001663 filed by Koa 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 32,766 shares
    Change vs previous 13F +25,600 shares

    1.04% of the 13F portfolio, value $1,266,742.

    13F-HR 0001172661-25-000327 filed by Koa 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 7,166 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $360,535.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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