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Disclosery

RFG Advisory, LLC: BTR position timeline

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

RFG Advisory, LLC held 152,121 BTR 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 152,121 shares
    Change vs previous 13F -146,667 shares

    0.07% of the 13F portfolio, value $4,206,375.

    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 298,788 shares
    Change vs previous 13F +48,994 shares

    0.14% of the 13F portfolio, value $7,722,173.

    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 249,794 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,325,534.

    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).