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RPg Family Wealth Advisory, LLC: RWX position timeline

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

RPg Family Wealth Advisory, LLC held 215,288 RWX 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 215,288 shares
    Change vs previous 13F +116,956 shares

    0.97% of the 13F portfolio, value $5,814,931.

    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 98,332 shares
    Change vs previous 13F +11,450 shares

    0.55% of the 13F portfolio, value $2,617,587.

    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 86,882 shares
    Change vs previous 13F -1,062 shares

    0.53% of the 13F portfolio, value $2,432,719.

    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 87,944 shares
    Change vs previous 13F +1,360 shares

    0.54% of the 13F portfolio, value $2,445,748.

    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 86,584 shares
    Change vs previous 13F -1,729 shares

    0.63% of the 13F portfolio, value $2,372,402.

    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 88,313 shares
    Change vs previous 13F +3,374 shares

    0.62% of the 13F portfolio, value $2,161,903.

    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 84,939 shares
    Change vs previous 13F -2,715 shares

    0.69% of the 13F portfolio, value $1,956,997.

    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 87,654 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,416,634.

    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).