Skip to content
Disclosery

FRG Family Wealth Advisors LLC: RSPF position timeline

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

FRG Family Wealth Advisors LLC held 11,375 RSPF 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 11,375 shares
    Change vs previous 13F -5,285 shares

    0.13% of the 13F portfolio, value $812,061.

    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 16,660 shares
    Change vs previous 13F -685 shares

    0.2% of the 13F portfolio, value $1,307,723.

    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 17,345 shares
    Change vs previous 13F -1,525 shares

    0.22% of the 13F portfolio, value $1,349,059.

    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 18,870 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,436,266.

    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 18,870 shares
    Change vs previous 13F -135 shares

    0.26% of the 13F portfolio, value $1,368,639.

    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 19,005 shares
    Change vs previous 13F -360 shares

    0.25% of the 13F portfolio, value $1,375,399.

    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 19,365 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,335,920.

    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 19,365 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,213,279.

    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).