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Disclosery

Plan Group Financial, LLC: REZ position timeline

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

Plan Group Financial, LLC held 74,274 REZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,274 shares
    Change vs previous 13F +5,785 shares

    1.46% of the 13F portfolio, value $7,032,938.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 68,489 shares
    Change vs previous 13F +1,605 shares

    1.34% of the 13F portfolio, value $5,698,973.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 66,884 shares
    Change vs previous 13F -484 shares

    1.43% of the 13F portfolio, value $5,527,299.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 67,368 shares
    Change vs previous 13F +1,266 shares

    1.54% of the 13F portfolio, value $5,724,301.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 66,102 shares
    Change vs previous 13F -4,062 shares

    1.79% of the 13F portfolio, value $5,442,826.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 70,164 shares
    Change vs previous 13F +20,512 shares

    2.16% of the 13F portfolio, value $6,063,577.

    13F-HR 0001940033-25-000003 filed by Plan Group 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 49,652 shares
    Change vs previous 13F +100 shares

    2.12% of the 13F portfolio, value $4,022,796.

    13F-HR 0001911391-25-000004 filed by Plan Group 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 49,552 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $4,401,197.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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