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RPg Family Wealth Advisory, LLC: XLF position timeline

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

RPg Family Wealth Advisory, LLC held 60,138 XLF 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 60,138 shares
    Change vs previous 13F +6,893 shares

    0.54% of the 13F portfolio, value $3,224,016.

    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 53,245 shares
    Change vs previous 13F -716 shares

    0.55% of the 13F portfolio, value $2,628,697.

    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 53,961 shares
    Change vs previous 13F -4,319 shares

    0.65% of the 13F portfolio, value $2,955,457.

    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 58,280 shares
    Change vs previous 13F -3,511 shares

    0.69% of the 13F portfolio, value $3,139,586.

    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 61,791 shares
    Change vs previous 13F +6,296 shares

    0.86% of the 13F portfolio, value $3,236,004.

    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 55,495 shares
    Change vs previous 13F +14,792 shares

    0.79% of the 13F portfolio, value $2,764,213.

    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 40,703 shares
    Change vs previous 13F +2,406 shares

    0.7% of the 13F portfolio, value $1,967,171.

    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 38,297 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,735,632.

    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).