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TOBIAS FINANCIAL ADVISORS, INC.: REZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on REZ, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 0 REZ shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,884 shares

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,884 shares
    Change vs previous 13F -178,221 shares

    0.03% of the 13F portfolio, value $238,352.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 181,105 shares
    Change vs previous 13F +1,729 shares

    2.34% of the 13F portfolio, value $15,388,511.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 179,376 shares
    Change vs previous 13F -133,051 shares

    2.53% of the 13F portfolio, value $14,769,796.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 312,427 shares
    Change vs previous 13F +18,298 shares

    5.24% of the 13F portfolio, value $26,999,941.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 294,129 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $23,830,332.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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