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RPg Family Wealth Advisory, LLC: VRP position timeline

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

RPg Family Wealth Advisory, LLC held 177,023 VRP 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 177,023 shares
    Change vs previous 13F +1,033 shares

    0.72% of the 13F portfolio, value $4,303,431.

    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 175,990 shares
    Change vs previous 13F +3,585 shares

    0.88% of the 13F portfolio, value $4,220,244.

    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 172,405 shares
    Change vs previous 13F -768 shares

    0.92% of the 13F portfolio, value $4,194,613.

    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 173,173 shares
    Change vs previous 13F -1,535 shares

    0.94% of the 13F portfolio, value $4,277,373.

    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 174,708 shares
    Change vs previous 13F +6,468 shares

    1.14% of the 13F portfolio, value $4,271,610.

    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 168,240 shares
    Change vs previous 13F +19,774 shares

    1.16% of the 13F portfolio, value $4,078,137.

    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 148,466 shares
    Change vs previous 13F +129,775 shares

    1.27% of the 13F portfolio, value $3,591,393.

    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 18,691 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $457,182.

    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).