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RPg Family Wealth Advisory, LLC: JULH position timeline

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

RPg Family Wealth Advisory, LLC held 0 JULH 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 0 shares
    Change vs previous 13F -76,879 shares

    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).

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

  2. period ended2026-03-31
    13F 76,879 shares
    Change vs previous 13F +1,505 shares

    0.4% of the 13F portfolio, value $1,898,328.

    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 75,374 shares
    Change vs previous 13F +65 shares

    0.42% of the 13F portfolio, value $1,918,784.

    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 75,309 shares
    Change vs previous 13F -188 shares

    0.42% of the 13F portfolio, value $1,915,074.

    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 75,497 shares
    Change vs previous 13F +2,842 shares

    0.51% of the 13F portfolio, value $1,904,768.

    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 72,655 shares
    Change vs previous 13F +6,205 shares

    0.52% of the 13F portfolio, value $1,832,627.

    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 66,450 shares
    Change vs previous 13F +4,916 shares

    0.6% of the 13F portfolio, value $1,683,402.

    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 61,534 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,559,757.

    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).