Position in REZI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$777
-$65 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
of 434 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $5,628 across 2 Industrial Distribution names. REZI ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
101 | $4,851 | |
| 2 | REZI |
Resideo Technologies, Inc.
This page
|
36 | $777 |
All Filings in REZI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777 | 25 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $842 | 25 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $877 | 25 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,079 | 25 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $551 | 25 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $442 | 25 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,491 | 325 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||