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RPg Family Wealth Advisory, LLC: FXZ position timeline

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

RPg Family Wealth Advisory, LLC held 4,913 FXZ 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 4,913 shares
    Change vs previous 13F +245 shares

    0.07% of the 13F portfolio, value $390,289.

    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 4,668 shares
    Change vs previous 13F -3,343 shares

    0.07% of the 13F portfolio, value $355,748.

    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 8,011 shares
    Change vs previous 13F -3,153 shares

    0.11% of the 13F portfolio, value $519,296.

    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 11,164 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $687,590.

    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).