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FRG Family Wealth Advisors LLC: IBB position timeline

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

FRG Family Wealth Advisors LLC held 20,079 IBB 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 20,079 shares
    Change vs previous 13F -1,380 shares

    0.56% of the 13F portfolio, value $3,390,346.

    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 21,459 shares
    Change vs previous 13F -3,338 shares

    0.56% of the 13F portfolio, value $3,621,640.

    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 24,797 shares
    Change vs previous 13F -9,574 shares

    0.58% of the 13F portfolio, value $3,579,944.

    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 34,371 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,348,310.

    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 34,371 shares
    Change vs previous 13F -2,384 shares

    0.85% of the 13F portfolio, value $4,396,086.

    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 36,755 shares
    Change vs previous 13F -140 shares

    0.88% of the 13F portfolio, value $4,859,379.

    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 36,895 shares
    Change vs previous 13F -200 shares

    0.96% of the 13F portfolio, value $5,371,912.

    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 37,095 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,220,379.

    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).