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RPg Family Wealth Advisory, LLC: UBS position timeline

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

RPg Family Wealth Advisory, LLC held 213,729 UBS 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 213,729 shares
    Change vs previous 13F +4,181 shares

    1.77% of the 13F portfolio, value $10,592,426.

    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 209,548 shares
    Change vs previous 13F -2,562 shares

    1.71% of the 13F portfolio, value $8,187,053.

    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 212,110 shares
    Change vs previous 13F +57,191 shares

    2.16% of the 13F portfolio, value $9,822,829.

    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 154,919 shares
    Change vs previous 13F -429 shares

    1.39% of the 13F portfolio, value $6,351,692.

    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 155,348 shares
    Change vs previous 13F -126,682 shares

    1.4% of the 13F portfolio, value $5,253,880.

    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 282,030 shares
    Change vs previous 13F +5,261 shares

    2.46% of the 13F portfolio, value $8,638,589.

    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 276,769 shares
    Change vs previous 13F +10,819 shares

    2.97% of the 13F portfolio, value $8,391,636.

    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 265,950 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $8,220,515.

    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).