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RPg Family Wealth Advisory, LLC: XBI position timeline

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

RPg Family Wealth Advisory, LLC held 22,155 XBI 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 22,155 shares
    Change vs previous 13F +1,046 shares

    0.58% of the 13F portfolio, value $3,506,032.

    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 21,109 shares
    Change vs previous 13F +2,304 shares

    0.56% of the 13F portfolio, value $2,696,253.

    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 18,805 shares
    Change vs previous 13F +526 shares

    0.5% of the 13F portfolio, value $2,292,893.

    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 18,279 shares
    Change vs previous 13F +1,621 shares

    0.4% of the 13F portfolio, value $1,831,555.

    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 16,658 shares
    Change vs previous 13F -3,355 shares

    0.37% of the 13F portfolio, value $1,381,447.

    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 20,013 shares
    Change vs previous 13F +2,109 shares

    0.46% of the 13F portfolio, value $1,623,054.

    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 17,904 shares
    Change vs previous 13F +200 shares

    0.57% of the 13F portfolio, value $1,612,434.

    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 17,704 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,749,155.

    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).