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Disclosery

RFG Advisory, LLC: CGMM position timeline

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

RFG Advisory, LLC held 44,150 CGMM 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 44,150 shares
    Change vs previous 13F +3,844 shares

    0.02% of the 13F portfolio, value $1,455,626.

    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 40,306 shares
    Change vs previous 13F +1,686 shares

    0.02% of the 13F portfolio, value $1,183,384.

    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 38,620 shares
    Change vs previous 13F +1,610 shares

    0.02% of the 13F portfolio, value $1,113,801.

    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 37,010 shares
    Change vs previous 13F +13,506 shares

    0.02% of the 13F portfolio, value $1,050,714.

    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 23,504 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $631,788.

    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).