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RPg Family Wealth Advisory, LLC: BSJU position timeline

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

RPg Family Wealth Advisory, LLC held 149,328 BSJU 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 149,328 shares
    Change vs previous 13F -151,690 shares

    0.64% of the 13F portfolio, value $3,854,311.

    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 301,018 shares
    Change vs previous 13F +1,501 shares

    1.61% of the 13F portfolio, value $7,703,042.

    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 299,517 shares
    Change vs previous 13F +4,966 shares

    1.72% of the 13F portfolio, value $7,818,909.

    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 294,551 shares
    Change vs previous 13F -1,636 shares

    1.69% of the 13F portfolio, value $7,705,471.

    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 296,187 shares
    Change vs previous 13F +6,442 shares

    2.05% of the 13F portfolio, value $7,705,323.

    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 289,745 shares
    Change vs previous 13F +16,336 shares

    2.1% of the 13F portfolio, value $7,385,616.

    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).

  7. period ended2024-12-31
    13F 273,409 shares
    Change vs previous 13F +11,233 shares

    2.48% of the 13F portfolio, value $7,021,143.

    13F-HR 0001569884-25-000002 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).

  8. period ended2024-09-30
    13F/A 262,176 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $6,918,825.

    13F-HR/A 0001569884-24-000002 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).