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RPg Family Wealth Advisory, LLC: PFF position timeline

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

RPg Family Wealth Advisory, LLC held 231,957 PFF 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 231,957 shares
    Change vs previous 13F +28,792 shares

    1.18% of the 13F portfolio, value $7,072,371.

    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 203,165 shares
    Change vs previous 13F +24,485 shares

    1.29% of the 13F portfolio, value $6,159,951.

    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 178,680 shares
    Change vs previous 13F -1,267 shares

    1.22% of the 13F portfolio, value $5,531,947.

    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 179,947 shares
    Change vs previous 13F +7,116 shares

    1.25% of the 13F portfolio, value $5,689,939.

    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 172,831 shares
    Change vs previous 13F -1,710 shares

    1.41% of the 13F portfolio, value $5,302,470.

    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 174,541 shares
    Change vs previous 13F +2,992 shares

    1.53% of the 13F portfolio, value $5,363,652.

    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 171,549 shares
    Change vs previous 13F -7,699 shares

    1.91% of the 13F portfolio, value $5,393,501.

    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 179,248 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,956,426.

    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).