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RPg Family Wealth Advisory, LLC: XLC position timeline

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

RPg Family Wealth Advisory, LLC held 30,255 XLC 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 30,255 shares
    Change vs previous 13F +3,484 shares

    0.54% of the 13F portfolio, value $3,241,169.

    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 26,771 shares
    Change vs previous 13F -1,548 shares

    0.62% of the 13F portfolio, value $2,967,871.

    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 28,319 shares
    Change vs previous 13F -4,709 shares

    0.73% of the 13F portfolio, value $3,333,719.

    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 33,028 shares
    Change vs previous 13F -3,629 shares

    0.86% of the 13F portfolio, value $3,909,592.

    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 36,657 shares
    Change vs previous 13F +2,405 shares

    1.06% of the 13F portfolio, value $3,978,466.

    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 34,252 shares
    Change vs previous 13F +8,552 shares

    0.94% of the 13F portfolio, value $3,303,634.

    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 25,700 shares
    Change vs previous 13F +2,417 shares

    0.88% of the 13F portfolio, value $2,487,973.

    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 23,283 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,104,786.

    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).