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FRG Family Wealth Advisors LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRG Family Wealth Advisors LLC on ADP, newest first. How the timeline and the estimate are built.

FRG Family Wealth Advisors LLC held 22,373 ADP shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 22,373 shares
    Change vs previous 13F -2,171 shares

    0.74% of the 13F portfolio, value $4,545,746.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 24,544 shares
    Change vs previous 13F -656 shares

    0.98% of the 13F portfolio, value $6,313,453.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 25,200 shares
    Change vs previous 13F -1 shares

    1.19% of the 13F portfolio, value $7,396,200.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,201 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $7,771,988.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,201 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $7,699,662.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    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 25,201 shares
    Change vs previous 13F -329 shares

    1.34% of the 13F portfolio, value $7,377,089.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,530 shares
    Change vs previous 13F -290 shares

    1.26% of the 13F portfolio, value $7,064,917.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 25,820 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,699,515.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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