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RFG Advisory, LLC: AFRM position timeline

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

RFG Advisory, LLC held 21,931 AFRM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,931 shares
    Change vs previous 13F +2,760 shares

    0.03% of the 13F portfolio, value $1,788,473.

    13F-HR 0001633387-26-000008 filed by RFG 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 19,171 shares
    Change vs previous 13F +3,356 shares

    0.02% of the 13F portfolio, value $878,422.

    13F-HR 0001633387-26-000005 filed by RFG 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 15,815 shares
    Change vs previous 13F +1,888 shares

    0.02% of the 13F portfolio, value $1,177,122.

    13F-HR 0001633387-26-000002 filed by RFG 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 13,927 shares
    Change vs previous 13F +2,453 shares

    0.02% of the 13F portfolio, value $1,017,785.

    13F-HR 0001633387-25-000006 filed by RFG 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 11,474 shares
    Change vs previous 13F +5,807 shares

    0.02% of the 13F portfolio, value $793,312.

    13F-HR 0001085146-25-004183 filed by RFG 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 5,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $256,092.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).