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RFG Advisory, LLC: CGUS position timeline

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

RFG Advisory, LLC held 43,889 CGUS 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 43,889 shares
    Change vs previous 13F -5,225 shares

    0.03% of the 13F portfolio, value $1,952,183.

    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 49,114 shares
    Change vs previous 13F +2,730 shares

    0.03% of the 13F portfolio, value $1,886,960.

    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 46,384 shares
    Change vs previous 13F +395 shares

    0.04% of the 13F portfolio, value $1,866,028.

    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 45,989 shares
    Change vs previous 13F +10,414 shares

    0.04% of the 13F portfolio, value $1,818,405.

    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 35,575 shares
    Change vs previous 13F +19,788 shares

    0.03% of the 13F portfolio, value $1,313,785.

    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 15,787 shares
    Change vs previous 13F +1,239 shares

    0.01% of the 13F portfolio, value $527,292.

    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 14,548 shares
    Change vs previous 13F +715 shares

    0.01% of the 13F portfolio, value $508,750.

    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 13,833 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,195.

    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).