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RPg Family Wealth Advisory, LLC: KWEB position timeline

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

RPg Family Wealth Advisory, LLC held 76,109 KWEB 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 76,109 shares
    Change vs previous 13F -697 shares

    0.31% of the 13F portfolio, value $1,862,377.

    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 76,806 shares
    Change vs previous 13F -74,852 shares

    0.46% of the 13F portfolio, value $2,183,583.

    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 151,658 shares
    Change vs previous 13F +2,300 shares

    1.14% of the 13F portfolio, value $5,163,974.

    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 149,358 shares
    Change vs previous 13F +2,825 shares

    1.37% of the 13F portfolio, value $6,274,561.

    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 146,533 shares
    Change vs previous 13F -349 shares

    1.34% of the 13F portfolio, value $5,030,503.

    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 146,882 shares
    Change vs previous 13F +1,407 shares

    1.46% of the 13F portfolio, value $5,127,677.

    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 145,475 shares
    Change vs previous 13F +18,674 shares

    1.5% of the 13F portfolio, value $4,253,682.

    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 126,801 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,313,761.

    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).