Prestige Wealth Management Group LLC
Position in REZI — Resideo Technologies, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in REZI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,195
-$940 QoQ
Shares Held
517
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $38,429 across 5 Industrial Distribution names. REZI ranks #2 (29.1% of the industry book) .
All Filings in REZI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,195 | 360 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $12,135 | 360 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,642 | 360 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $15,543 | 360 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $7,941 | 360 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $6,371 | 360 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $8,297 | 360 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $7,249 | 360 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $7,040 | 360 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $9,483 | 423 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,960 | 423 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $6,682 | 423 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $7,469 | 423 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $7,732 | 423 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $6,958 | 423 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,062 | 423 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $8,214 | 423 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,079 | 423 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $13,352 | 513 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $12,717 | 513 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $15,388 | 513 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $14,491 | 513 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $10,905 | 513 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,297 | 118 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,382 | 118 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $571 | 118 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||