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Disclosery

RFG Advisory, LLC: BVAL position timeline

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

RFG Advisory, LLC held 8,772,271 BVAL 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 8,772,271 shares
    Change vs previous 13F +1,166,376 shares

    4.29% of the 13F portfolio, value $274,136,980.

    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 7,605,895 shares
    Change vs previous 13F +275,720 shares

    3.91% of the 13F portfolio, value $212,736,882.

    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 7,330,175 shares
    Change vs previous 13F +715,130 shares

    3.85% of the 13F portfolio, value $204,365,275.

    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 6,615,045 shares
    Change vs previous 13F +1,224,319 shares

    3.71% of the 13F portfolio, value $179,532,319.

    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 5,390,726 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $138,703,388.

    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).