Skip to content
Disclosery

RPg Family Wealth Advisory, LLC: XLI position timeline

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

RPg Family Wealth Advisory, LLC held 18,655 XLI 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 18,655 shares
    Change vs previous 13F +2,580 shares

    0.58% of the 13F portfolio, value $3,455,418.

    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 16,075 shares
    Change vs previous 13F -2,148 shares

    0.54% of the 13F portfolio, value $2,599,807.

    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 18,223 shares
    Change vs previous 13F -1,444 shares

    0.62% of the 13F portfolio, value $2,826,791.

    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 19,667 shares
    Change vs previous 13F -2,655 shares

    0.66% of the 13F portfolio, value $3,033,253.

    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 22,322 shares
    Change vs previous 13F +1,848 shares

    0.88% of the 13F portfolio, value $3,293,016.

    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 20,474 shares
    Change vs previous 13F +6,252 shares

    0.76% of the 13F portfolio, value $2,683,546.

    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 14,222 shares
    Change vs previous 13F +1,413 shares

    0.66% of the 13F portfolio, value $1,873,861.

    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 12,809 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,734,862.

    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).