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RPg Family Wealth Advisory, LLC: IEF position timeline

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

RPg Family Wealth Advisory, LLC held 82,686 IEF 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 82,686 shares
    Change vs previous 13F +5,854 shares

    1.3% of the 13F portfolio, value $7,819,610.

    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 76,832 shares
    Change vs previous 13F +8,246 shares

    1.53% of the 13F portfolio, value $7,332,865.

    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 68,586 shares
    Change vs previous 13F +1,553 shares

    1.45% of the 13F portfolio, value $6,595,320.

    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 67,033 shares
    Change vs previous 13F +2,871 shares

    1.42% of the 13F portfolio, value $6,466,034.

    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 64,162 shares
    Change vs previous 13F -1,516 shares

    1.63% of the 13F portfolio, value $6,144,822.

    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 65,678 shares
    Change vs previous 13F -8,898 shares

    1.78% of the 13F portfolio, value $6,263,803.

    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 74,576 shares
    Change vs previous 13F -5,233 shares

    2.44% of the 13F portfolio, value $6,894,510.

    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 79,809 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $7,830,812.

    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).