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Disclosery

LPL Financial LLC: REZ position timeline

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

LPL Financial LLC held 143,866 REZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,866 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $13,622,475.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 142,564 shares
    Change vs previous 13F -1,999 shares

    <0.01% of the 13F portfolio, value $11,862,791.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 144,563 shares
    Change vs previous 13F +26,888 shares

    <0.01% of the 13F portfolio, value $11,946,661.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 117,675 shares
    Change vs previous 13F -1,345 shares

    <0.01% of the 13F portfolio, value $9,998,863.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 119,020 shares
    Change vs previous 13F +21,104 shares

    <0.01% of the 13F portfolio, value $9,800,091.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 97,916 shares
    Change vs previous 13F -82,895 shares

    <0.01% of the 13F portfolio, value $8,461,943.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 180,811 shares
    Change vs previous 13F +98,993 shares

    0.01% of the 13F portfolio, value $14,649,313.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 81,818 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,267,066.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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