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RPg Family Wealth Advisory, LLC: HWM position timeline

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

RPg Family Wealth Advisory, LLC held 45,469 HWM 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 45,469 shares
    Change vs previous 13F +1,055 shares

    2.04% of the 13F portfolio, value $12,224,795.

    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 44,414 shares
    Change vs previous 13F -380 shares

    2.14% of the 13F portfolio, value $10,235,650.

    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 44,794 shares
    Change vs previous 13F -15,735 shares

    2.02% of the 13F portfolio, value $9,183,665.

    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 60,529 shares
    Change vs previous 13F -46 shares

    2.6% of the 13F portfolio, value $11,877,605.

    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 60,575 shares
    Change vs previous 13F -10,665 shares

    3% of the 13F portfolio, value $11,274,824.

    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 71,240 shares
    Change vs previous 13F -20,267 shares

    2.63% of the 13F portfolio, value $9,241,965.

    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 91,507 shares
    Change vs previous 13F +2,177 shares

    3.54% of the 13F portfolio, value $10,008,121.

    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 89,330 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $8,955,333.

    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).