RPg Family Wealth Advisory, LLC: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RPg Family Wealth Advisory, LLC on XLV, newest first. How the timeline and the estimate are built.
RPg Family Wealth Advisory, LLC held 21,526 XLV 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 21,526 sharesChange vs previous 13F +3,224 shares
0.57% of the 13F portfolio, value $3,415,364.
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 18,302 sharesChange vs previous 13F -1,179 shares
0.56% of the 13F portfolio, value $2,683,226.
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 ended2025-12-3113F 19,481 sharesChange vs previous 13F +19,481 shares
0.66% of the 13F portfolio, value $3,015,746.
13F-HR 0001569884-26-000002 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 ended2024-12-3113F 0 sharesChange vs previous 13F -11,023 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F/A 11,023 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $1,697,723.
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).