RPg Family Wealth Advisory, LLC: XLRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RPg Family Wealth Advisory, LLC on XLRE, newest first. How the timeline and the estimate are built.
RPg Family Wealth Advisory, LLC held 69,863 XLRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F/A 69,863 sharesChange vs previous 13F +6,847 shares
0.51% of the 13F portfolio, value $3,076,082.
13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,016 sharesChange vs previous 13F +63,016 shares
0.54% of the 13F portfolio, value $2,572,952.
13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -45,304 shares
13F-HR 0001569884-25-000006 filed by RPg Family Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 45,304 sharesChange vs previous 13F +7,450 shares
0.65% of the 13F portfolio, value $1,842,531.
13F-HR 0001569884-25-000002 filed by RPg Family Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 37,854 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $1,690,927.
13F-HR/A 0001569884-24-000002 filed by RPg Family Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).