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LPL Financial LLC: REZI position timeline

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

LPL Financial LLC held 31,843 REZI 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 31,843 shares
    Change vs previous 13F -474 shares

    <0.01% of the 13F portfolio, value $990,314.

    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 32,317 shares
    Change vs previous 13F -4,439 shares

    <0.01% of the 13F portfolio, value $1,089,390.

    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 36,756 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $1,290,863.

    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 35,645 shares
    Change vs previous 13F +2,696 shares

    <0.01% of the 13F portfolio, value $1,539,142.

    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 32,949 shares
    Change vs previous 13F -3,822 shares

    <0.01% of the 13F portfolio, value $726,850.

    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 36,771 shares
    Change vs previous 13F +920 shares

    <0.01% of the 13F portfolio, value $650,843.

    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 35,851 shares
    Change vs previous 13F +7,514 shares

    <0.01% of the 13F portfolio, value $826,354.

    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 28,337 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $570,707.

    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).