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RPg Family Wealth Advisory, LLC: CGMS position timeline

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

RPg Family Wealth Advisory, LLC held 280,499 CGMS 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 280,499 shares
    Change vs previous 13F +2,351 shares

    1.28% of the 13F portfolio, value $7,666,038.

    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 278,148 shares
    Change vs previous 13F +137,664 shares

    1.58% of the 13F portfolio, value $7,573,970.

    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 140,484 shares
    Change vs previous 13F -380 shares

    0.85% of the 13F portfolio, value $3,880,168.

    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 140,864 shares
    Change vs previous 13F +147 shares

    0.86% of the 13F portfolio, value $3,908,976.

    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 140,717 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,886,603.

    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).