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RPg Family Wealth Advisory, LLC: BNY position timeline

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

RPg Family Wealth Advisory, LLC held 84,116 BNY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 84,116 shares
    Change vs previous 13F +1,483 shares

    2.03% of the 13F portfolio, value $12,164,015.

    13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 82,633 shares
    Change vs previous 13F -385 shares

    2.05% of the 13F portfolio, value $9,802,779.

    13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 83,018 shares
    Change vs previous 13F -191 shares

    2.12% of the 13F portfolio, value $9,637,559.

    13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 83,209 shares
    Change vs previous 13F +25,295 shares

    1.99% of the 13F portfolio, value $9,066,452.

    13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 57,914 shares
    Change vs previous 13F -47,351 shares

    1.4% of the 13F portfolio, value $5,276,544.

    13F-HR 0001569884-25-000010 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 105,265 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $8,828,575.

    13F-HR 0001569884-25-000006 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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