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RPg Family Wealth Advisory, LLC: XLU position timeline

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

RPg Family Wealth Advisory, LLC held 71,332 XLU 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 71,332 shares
    Change vs previous 13F +9,863 shares

    0.54% of the 13F portfolio, value $3,234,183.

    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 61,469 shares
    Change vs previous 13F -2,145 shares

    0.59% of the 13F portfolio, value $2,820,834.

    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 63,614 shares
    Change vs previous 13F +28,013 shares

    0.6% of the 13F portfolio, value $2,715,704.

    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 35,601 shares
    Change vs previous 13F -3,155 shares

    0.68% of the 13F portfolio, value $3,104,795.

    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 38,756 shares
    Change vs previous 13F +2,929 shares

    0.84% of the 13F portfolio, value $3,164,884.

    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 35,827 shares
    Change vs previous 13F +10,306 shares

    0.8% of the 13F portfolio, value $2,824,996.

    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 25,521 shares
    Change vs previous 13F +3,046 shares

    0.68% of the 13F portfolio, value $1,931,672.

    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 22,475 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,815,521.

    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).