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Disclosery

M Wealth Management, LLC: REZ position timeline

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

M Wealth Management, LLC held 16,842 REZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,842 shares
    Change vs previous 13F +2,347 shares

    1.25% of the 13F portfolio, value $1,594,776.

    13F-HR 0001172661-26-002811 filed by M 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 14,495 shares
    Change vs previous 13F +184 shares

    1.02% of the 13F portfolio, value $1,206,126.

    13F-HR 0001172661-26-002210 filed by M 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 14,311 shares
    Change vs previous 13F +402 shares

    1.03% of the 13F portfolio, value $1,182,658.

    13F-HR 0001172661-26-000383 filed by M 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 13,909 shares
    Change vs previous 13F +237 shares

    1.04% of the 13F portfolio, value $1,181,816.

    13F-HR 0001172661-25-004346 filed by M 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 13,672 shares
    Change vs previous 13F +173 shares

    1.04% of the 13F portfolio, value $1,125,753.

    13F-HR 0001172661-25-003023 filed by M 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 13,499 shares
    Change vs previous 13F -587 shares

    1.09% of the 13F portfolio, value $1,166,584.

    13F-HR 0001172661-25-001922 filed by M 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 14,086 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,141,248.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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