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RPg Family Wealth Advisory, LLC: EFV position timeline

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

RPg Family Wealth Advisory, LLC held 28,298 EFV 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 28,298 shares
    Change vs previous 13F +255 shares

    0.36% of the 13F portfolio, value $2,166,218.

    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 28,043 shares
    Change vs previous 13F +2,634 shares

    0.44% of the 13F portfolio, value $2,085,030.

    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 25,409 shares
    Change vs previous 13F -701 shares

    0.4% of the 13F portfolio, value $1,814,456.

    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 26,110 shares
    Change vs previous 13F -674 shares

    0.39% of the 13F portfolio, value $1,771,041.

    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 26,784 shares
    Change vs previous 13F -1,046 shares

    0.45% of the 13F portfolio, value $1,700,248.

    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 27,830 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,640,300.

    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).