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Disclosery

RFG Advisory, LLC: CGMS position timeline

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

RFG Advisory, LLC held 30,705 CGMS 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 30,705 shares
    Change vs previous 13F +8,017 shares

    0.01% of the 13F portfolio, value $839,157.

    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 22,688 shares
    Change vs previous 13F -121,684 shares

    0.01% of the 13F portfolio, value $617,801.

    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 144,372 shares
    Change vs previous 13F +123,852 shares

    0.08% of the 13F portfolio, value $3,987,553.

    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 20,520 shares
    Change vs previous 13F +10,414 shares

    0.01% of the 13F portfolio, value $569,426.

    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 10,106 shares
    Change vs previous 13F -24,846 shares

    0.01% of the 13F portfolio, value $279,128.

    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 34,952 shares
    Change vs previous 13F +21,299 shares

    0.03% of the 13F portfolio, value $954,182.

    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 13,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,459.

    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).