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Focus Partners Wealth: REZ position timeline

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

Focus Partners Wealth held 100,591 REZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,591 shares
    Change vs previous 13F +43,838 shares

    0.01% of the 13F portfolio, value $9,524,964.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,231 shares
    • Focus Partners Advisor Solutions, LLC: 73,360 shares

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

  2. period ended2026-03-31
    13F 56,753 shares
    Change vs previous 13F -22,595 shares

    <0.01% of the 13F portfolio, value $4,722,205.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,453 shares
    • Focus Partners Advisor Solutions, LLC: 29,300 shares

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

  3. period ended2025-12-31
    13F 79,348 shares
    Change vs previous 13F -33,905 shares

    0.01% of the 13F portfolio, value $6,557,489.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,733 shares
    • Focus Partners Advisor Solutions, LLC: 48,615 shares

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

  4. period ended2025-09-30
    13F 113,253 shares
    Change vs previous 13F +45,554 shares

    0.01% of the 13F portfolio, value $9,529,434.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,362 shares
    • Focus Partners Advisor Solutions, LLC: 81,891 shares

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

  5. period ended2025-06-30
    13F 67,699 shares
    Change vs previous 13F +3,853 shares

    0.01% of the 13F portfolio, value $5,574,380.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,922 shares
    • Focus Partners Advisor Solutions, LLC: 35,777 shares

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

  6. period ended2025-03-31
    13F/A 63,846 shares
    Change vs previous 13F +6,175 shares

    0.01% of the 13F portfolio, value $5,517,641.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,525 shares
    • Focus Partners Advisor Solutions, LLC: 32,321 shares

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

  7. period ended2024-12-31
    13F/A 57,671 shares
    Change vs previous 13F +7,020 shares

    0.01% of the 13F portfolio, value $4,672,558.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,759 shares
    • Focus Partners Advisor Solutions, LLC: 25,912 shares

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

  8. period ended2024-09-30
    13F 50,651 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,498,837.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,890 shares
    • Focus Partners Advisor Solutions, LLC: 27,761 shares

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