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FRG Family Wealth Advisors LLC: GPIX position timeline

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

FRG Family Wealth Advisors LLC held 86,830 GPIX 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 86,830 shares
    Change vs previous 13F +57,150 shares

    0.71% of the 13F portfolio, value $4,344,973.

    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 29,680 shares
    Change vs previous 13F +2,565 shares

    0.24% of the 13F portfolio, value $1,567,104.

    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 27,115 shares
    Change vs previous 13F +8,680 shares

    0.23% of the 13F portfolio, value $1,416,216.

    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 18,435 shares
    Change vs previous 13F -910 shares

    0.16% of the 13F portfolio, value $918,432.

    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 19,345 shares
    Change vs previous 13F +3,900 shares

    0.17% of the 13F portfolio, value $901,670.

    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 15,445 shares
    Change vs previous 13F +2,675 shares

    0.14% of the 13F portfolio, value $763,755.

    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 12,770 shares
    Change vs previous 13F +4,375 shares

    0.11% of the 13F portfolio, value $626,879.

    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 8,395 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $379,202.

    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).