RPg Family Wealth Advisory, LLC: IVV position timeline

RPg Family Wealth Advisory, LLC held 288 IVV 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 288 shares

   Change vs previous 13F -44 shares

   0.04% of the 13F portfolio, value $215,680.

   13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 332 shares

   Change vs previous 13F -27 shares

   0.05% of the 13F portfolio, value $217,171.

   13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 359 shares

   Change vs previous 13F -179 shares

   0.05% of the 13F portfolio, value $246,192.

   13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 538 shares

   Change vs previous 13F +538 shares

   0.08% of the 13F portfolio, value $360,348.

   13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F/A 0 shares

   Change vs previous 13F not available

   13F-HR/A 0001569884-24-000002 filed by RPg Family Wealth Advisory, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.