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Disclosery

RFG Advisory, LLC: ARES position timeline

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

RFG Advisory, LLC held 13,196 ARES 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 13,196 shares
    Change vs previous 13F +3,392 shares

    0.02% of the 13F portfolio, value $1,468,795.

    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 9,804 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $1,069,580.

    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 10,102 shares
    Change vs previous 13F -985 shares

    0.03% of the 13F portfolio, value $1,632,792.

    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 11,087 shares
    Change vs previous 13F +230 shares

    0.04% of the 13F portfolio, value $1,772,761.

    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 10,857 shares
    Change vs previous 13F +267 shares

    0.04% of the 13F portfolio, value $1,880,495.

    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 10,590 shares
    Change vs previous 13F -461 shares

    0.04% of the 13F portfolio, value $1,552,555.

    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).

  7. period ended2024-12-31
    13F 11,051 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $1,956,428.

    13F-HR 0001085146-25-000342 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).

  8. period ended2024-09-30
    13F 10,969 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,709,378.

    13F-HR 0001085146-24-004971 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).