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RPg Family Wealth Advisory, LLC: JAAA position timeline

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

RPg Family Wealth Advisory, LLC held 76,097 JAAA 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 76,097 shares
    Change vs previous 13F +297 shares

    0.64% of the 13F portfolio, value $3,842,138.

    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 75,800 shares
    Change vs previous 13F +1,248 shares

    0.8% of the 13F portfolio, value $3,818,046.

    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 74,552 shares
    Change vs previous 13F +34 shares

    0.83% of the 13F portfolio, value $3,770,840.

    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 74,518 shares
    Change vs previous 13F -400 shares

    0.83% of the 13F portfolio, value $3,784,024.

    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 74,918 shares
    Change vs previous 13F +3,760 shares

    1.01% of the 13F portfolio, value $3,802,088.

    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 71,158 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,608,422.

    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).