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Disclosery

RFG Advisory, LLC: CARY position timeline

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

RFG Advisory, LLC held 93,573 CARY 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 93,573 shares
    Change vs previous 13F -16,754 shares

    0.03% of the 13F portfolio, value $1,944,437.

    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 110,327 shares
    Change vs previous 13F -12,558 shares

    0.04% of the 13F portfolio, value $2,291,806.

    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 122,885 shares
    Change vs previous 13F +18,253 shares

    0.05% of the 13F portfolio, value $2,559,149.

    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 104,632 shares
    Change vs previous 13F +8,065 shares

    0.05% of the 13F portfolio, value $2,187,854.

    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 96,567 shares
    Change vs previous 13F +30,893 shares

    0.05% of the 13F portfolio, value $2,008,599.

    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 65,674 shares
    Change vs previous 13F +10,537 shares

    0.04% of the 13F portfolio, value $1,363,390.

    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 55,137 shares
    Change vs previous 13F +14,731 shares

    0.03% of the 13F portfolio, value $1,135,270.

    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 40,406 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $856,201.

    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).