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RFG Advisory, LLC: ARLU position timeline

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

RFG Advisory, LLC held 197,978 ARLU 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 197,978 shares
    Change vs previous 13F +7,686 shares

    0.1% of the 13F portfolio, value $6,321,121.

    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 190,292 shares
    Change vs previous 13F +2,709 shares

    0.1% of the 13F portfolio, value $5,459,839.

    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 187,583 shares
    Change vs previous 13F -9,513 shares

    0.11% of the 13F portfolio, value $5,686,072.

    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 197,096 shares
    Change vs previous 13F +10,252 shares

    0.12% of the 13F portfolio, value $5,869,637.

    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 186,844 shares
    Change vs previous 13F +66,691 shares

    0.12% of the 13F portfolio, value $5,209,211.

    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 120,153 shares
    Change vs previous 13F +23,462 shares

    0.08% of the 13F portfolio, value $3,100,368.

    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 96,691 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,634,172.

    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).