Current Market Value 375,963,166
Current Holdings 96
Most Recent File Date 2025-08-13
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RPg Family Wealth Advisory, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 96 375,963
2025-05-14 2025-03-31 13F-HR 103 351,219
2025-02-10 2024-12-31 13F-HR 73 282,806
2024-11-13 2024-09-30 13F-HR/A 1 R 77 309,731
2024-11-05 2024-09-30 13F-HR 443 349,667
2024-08-12 2024-06-30 13F-HR 109 304,089
2024-05-13 2024-03-31 13F-HR 113 315,621
2024-01-23 2023-12-31 13F-HR 105 271,086
2023-11-13 2023-09-30 13F-HR 108 243,372
2023-08-09 2023-06-30 13F-HR 111 249,627
2023-04-19 2023-03-31 13F-HR 93 181,990
2023-02-13 2022-12-31 13F-HR 81 145,924
2022-11-10 2022-09-30 13F-HR 92 190
2022-08-12 2022-06-30 13F-HR 80 168
2022-05-09 2022-03-31 13F-HR 348 234,450
2022-02-14 2021-12-31 13F-HR 277 253,095
2021-11-15 2021-09-30 13F-HR 279 237,284
2021-08-13 2021-06-30 13F-HR 278 246,900
2021-02-16 2020-12-31 13F-HR 288 211,918
2020-11-10 2020-09-30 13F-HR 280 190,521
2020-08-10 2020-06-30 13F-HR 279 163,886
2020-05-14 2020-03-31 13F-HR 255 128,762
2020-02-12 2019-12-31 13F-HR 266 173,829
2019-11-12 2019-09-30 13F-HR 291 165,066
2019-08-13 2019-06-30 13F-HR 278 168,455
2019-05-14 2019-03-31 13F-HR 294 169,303
2019-02-14 2018-12-31 13F-HR 226 102,781
2018-11-14 2018-09-30 13F-HR 254 132,842
2018-08-10 2018-06-30 13F-HR 228 128,827
2018-05-15 2018-03-31 13F-HR 238 121,944
2018-02-13 2017-12-31 13F-HR 269 118,180
2017-11-08 2017-09-30 13F-HR 275 122,152
2017-08-14 2017-06-30 13F-HR 292 114,700
2017-05-12 2017-03-31 13F-HR 264 120,980
2017-02-13 2016-12-31 13F-HR 260 116,588
2016-11-14 2016-09-30 13F-HR 240 141,211
2016-08-15 2016-06-30 13F-HR 257 228,512
2016-05-12 2016-03-31 13F-HR 252 129,121
2016-02-11 2015-12-31 13F-HR 194 108,859