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RPg Family Wealth Advisory, LLC: IWM position timeline

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

RPg Family Wealth Advisory, LLC held 10,298 IWM 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 10,298 shares
    Change vs previous 13F +540 shares

    0.52% of the 13F portfolio, value $3,094,045.

    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 9,758 shares
    Change vs previous 13F +5,744 shares

    0.51% of the 13F portfolio, value $2,419,894.

    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 4,014 shares
    Change vs previous 13F +139 shares

    0.22% of the 13F portfolio, value $988,238.

    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 3,875 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $937,745.

    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).