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RPg Family Wealth Advisory, LLC: FEP position timeline

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

RPg Family Wealth Advisory, LLC held 14,544 FEP 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 14,544 shares
    Change vs previous 13F -221 shares

    0.14% of the 13F portfolio, value $829,719.

    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 14,765 shares
    Change vs previous 13F -901 shares

    0.17% of the 13F portfolio, value $806,301.

    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 15,666 shares
    Change vs previous 13F -1,438 shares

    0.19% of the 13F portfolio, value $842,119.

    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 17,104 shares
    Change vs previous 13F -1,510 shares

    0.19% of the 13F portfolio, value $875,468.

    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 18,614 shares
    Change vs previous 13F -1,124 shares

    0.24% of the 13F portfolio, value $889,749.

    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 19,738 shares
    Change vs previous 13F -61 shares

    0.23% of the 13F portfolio, value $805,902.

    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 19,799 shares
    Change vs previous 13F +199 shares

    0.25% of the 13F portfolio, value $709,091.

    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 19,600 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $763,224.

    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).