RPg Family Wealth Advisory, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Burlington, MA
CIK
0001569884
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 108 243,372 13F-HR 11/13/2023 000195175723000698 RPg Family Wealth Advisory, LLC
Q2 2023 111 249,627 13F-HR 8/9/2023 000195175723000504 RPg Family Wealth Advisory, LLC
Q1 2023 93 181,990 13F-HR 4/18/2023 000195175723000183 RPg Family Wealth Advisory, LLC
Q4 2022 81 145,923 13F-HR 2/13/2023 000156988423000001 RPg Family Wealth Advisory, LLC
Q3 2022 92 190,019 13F-HR 11/10/2022 000156988422000006 RPg Family Wealth Advisory, LLC
Q2 2022 80 167,715 13F-HR 8/12/2022 000156988422000005 RPg Family Wealth Advisory, LLC
Q1 2022 348 234,450 13F-HR 5/9/2022 000156988422000004 RPg Family Wealth Advisory, LLC
Q4 2021 277 253,095 13F-HR 2/14/2022 000156988422000003 RPg Family Wealth Advisory, LLC
Q3 2021 279 237,284 13F-HR 11/15/2021 000156988421000004 RPg Family Wealth Advisory, LLC
Q2 2021 278 246,899 13F-HR 8/13/2021 000156988421000003 RPg Family Wealth Advisory, LLC
Q4 2020 288 211,917 13F-HR 2/16/2021 000156988421000001 RPg Family Wealth Advisory, LLC
Q3 2020 280 190,521 13F-HR 11/10/2020 000156988420000006 RPg Family Wealth Advisory, LLC
Q2 2020 279 163,886 13F-HR 8/10/2020 000156988420000005 RPg Family Wealth Advisory, LLC
Q1 2020 255 128,762 13F-HR 5/14/2020 000156988420000004 RPg Family Wealth Advisory, LLC
Q4 2019 266 173,828 13F-HR 2/12/2020 000156988420000001 RPg Family Wealth Advisory, LLC
Q3 2019 291 165,065 13F-HR 11/12/2019 000156988419000005 RPg Family Wealth Advisory, LLC
Q2 2019 278 168,454 13F-HR 8/13/2019 000156988419000004 RPg Family Wealth Advisory, LLC
Q1 2019 296 169,303 13F-HR 5/14/2019 000156988419000003 RPg Family Wealth Advisory, LLC
Q4 2018 226 102,781 13F-HR 2/14/2019 000156988419000002 RPg Family Wealth Advisory, LLC
Q3 2018 254 132,841 13F-HR 11/14/2018 000156988418000006 RPg Family Wealth Advisory, LLC
Q2 2018 228 128,827 13F-HR 8/10/2018 000156988418000005 RPg Family Wealth Advisory, LLC
Q1 2018 238 121,943 13F-HR 5/15/2018 000156988418000004 RPg Family Wealth Advisory, LLC
Q4 2017 269 118,179 13F-HR 2/13/2018 000156988418000001 RPg Family Wealth Advisory, LLC
Q3 2017 275 122,152 13F-HR 11/8/2017 000156988417000005 RPg Family Wealth Advisory, LLC
Q2 2017 292 114,699 13F-HR 8/14/2017 000156988417000004 RPg Family Wealth Advisory, LLC
Q1 2017 264 120,980 13F-HR 5/12/2017 000156988417000003 RPg Family Wealth Advisory, LLC
Q4 2016 260 116,587 13F-HR 2/13/2017 000156988417000001 RPg Family Wealth Advisory, LLC
Q3 2016 240 141,211 13F-HR 11/14/2016 000156988416000007 RPg Family Wealth Advisory, LLC
Q2 2016 259 228,511 13F-HR 8/15/2016 000156988416000006 RPg Family Wealth Advisory, LLC
Q1 2016 252 129,121 13F-HR 5/12/2016 000156988416000005 RPg Family Wealth Advisory, LLC
Q4 2015 194 108,858 13F-HR 2/11/2016 000156988416000003 RPg Family Wealth Advisory, LLC