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RPg Family Wealth Advisory, LLC: SRLN position timeline

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

RPg Family Wealth Advisory, LLC held 82,496 SRLN 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 82,496 shares
    Change vs previous 13F +14,284 shares

    0.55% of the 13F portfolio, value $3,323,778.

    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 68,212 shares
    Change vs previous 13F +8,715 shares

    0.57% of the 13F portfolio, value $2,738,049.

    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 59,497 shares
    Change vs previous 13F -2,965 shares

    0.54% of the 13F portfolio, value $2,455,472.

    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 62,462 shares
    Change vs previous 13F +3,183 shares

    0.57% of the 13F portfolio, value $2,597,197.

    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 59,279 shares
    Change vs previous 13F -1,172 shares

    0.66% of the 13F portfolio, value $2,465,438.

    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 60,451 shares
    Change vs previous 13F +838 shares

    0.71% of the 13F portfolio, value $2,486,375.

    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 59,613 shares
    Change vs previous 13F -3,215 shares

    0.88% of the 13F portfolio, value $2,487,666.

    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 62,828 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,623,686.

    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).