RPg Family Wealth Advisory, LLCGARPConcentrated trader

CIK: 0001569884 | BURLINGTON, MA

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026Amended	13F-HR/A	129	$481.9M	2026-08-04	SEC ↗
Q1 2026	13F-HR	146	$479.1M	2026-05-14	SEC ↗
Q4 2025	13F-HR	124	$454.8M	2026-02-13	SEC ↗
Q3 2025	13F-HR	120	$456.6M	2025-11-12	SEC ↗
Q2 2025	13F-HR	96	$376.0M	2025-08-13	SEC ↗
Q1 2025	13F-HR	103	$351.2M	2025-05-14	SEC ↗
Q4 2024	13F-HR	73	$282.8M	2025-02-10	SEC ↗
Q3 2024Amended	13F-HR/A	443	$349.7M	2024-11-05	SEC ↗
Q2 2024	13F-HR	109	$304.1M	2024-08-12	SEC ↗
Q1 2024	13F-HR	113	$315.6M	2024-05-13	SEC ↗
Q4 2023	13F-HR	105	$271.1M	2024-01-23	SEC ↗
Q3 2023	13F-HR	108	$243.4M	2023-11-13	SEC ↗
Q2 2023	13F-HR	111	$249.6M	2023-08-09	SEC ↗
Q1 2023	13F-HR	93	$182.0M	2023-04-19	SEC ↗
Q4 2022	13F-HR	81	$145.9M	2023-02-13	SEC ↗
Q3 2022	13F-HR	92	$190.0K	2022-11-10	SEC ↗
Q2 2022	13F-HR	80	$9.8M	2022-08-12	SEC ↗
Q1 2022	13F-HR	348	$234.5M	2022-05-09	SEC ↗
Q4 2021	13F-HR	277	$253.1M	2022-02-14	SEC ↗
Q3 2021	13F-HR	279	$237.3M	2021-11-15	SEC ↗
Q2 2021	13F-HR	278	$246.9M	2021-08-13	SEC ↗
Q4 2020	13F-HR	288	$211.9M	2021-02-16	SEC ↗
Q3 2020	13F-HR	280	$190.5M	2020-11-10	SEC ↗
Q2 2020	13F-HR	279	$163.9M	2020-08-10	SEC ↗
Q1 2020	13F-HR	255	$128.8M	2020-05-14	SEC ↗
Q4 2019	13F-HR	266	$173.8M	2020-02-12	SEC ↗
Q3 2019	13F-HR	291	$165.1M	2019-11-12	SEC ↗
Q2 2019	13F-HR	278	$168.5M	2019-08-13	SEC ↗
Q1 2019	13F-HR	298	$169.3M	2019-05-14	SEC ↗
Q4 2018	13F-HR	226	$102.8M	2019-02-14	SEC ↗
Q3 2018	13F-HR	254	$132.8M	2018-11-14	SEC ↗
Q2 2018	13F-HR	228	$128.8M	2018-08-10	SEC ↗
Q1 2018	13F-HR	238	$121.9M	2018-05-15	SEC ↗
Q4 2017	13F-HR	269	$118.2M	2018-02-13	SEC ↗
Q3 2017	13F-HR	275	$122.2M	2017-11-08	SEC ↗
Q2 2017	13F-HR	292	$114.7M	2017-08-14	SEC ↗
Q1 2017	13F-HR	264	$121.0M	2017-05-12	SEC ↗
Q4 2016	13F-HR	260	$116.6M	2017-02-13	SEC ↗
Q3 2016	13F-HR	240	$141.2M	2016-11-14	SEC ↗
Q2 2016	13F-HR	259	$228.5M	2016-08-15	SEC ↗
Q1 2016	13F-HR	252	$129.1M	2016-05-12	SEC ↗
Q4 2015	13F-HR	194	$108.9M	2016-02-11	SEC ↗