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RPg Family Wealth Advisory, LLC: TLT position timeline

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

RPg Family Wealth Advisory, LLC held 16,747 TLT 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 16,747 shares
    Change vs previous 13F -6,434 shares

    0.24% of the 13F portfolio, value $1,447,255.

    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 23,181 shares
    Change vs previous 13F +1,336 shares

    0.42% of the 13F portfolio, value $2,009,535.

    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 21,845 shares
    Change vs previous 13F -656 shares

    0.42% of the 13F portfolio, value $1,904,064.

    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 22,501 shares
    Change vs previous 13F +1,409 shares

    0.44% of the 13F portfolio, value $2,010,949.

    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 21,092 shares
    Change vs previous 13F -357 shares

    0.5% of the 13F portfolio, value $1,861,376.

    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 21,449 shares
    Change vs previous 13F -3,833 shares

    0.56% of the 13F portfolio, value $1,952,514.

    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 25,282 shares
    Change vs previous 13F -915 shares

    0.78% of the 13F portfolio, value $2,207,855.

    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 26,197 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,569,974.

    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).