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RFG Advisory, LLC: CRM position timeline

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

RFG Advisory, LLC held 8,306 CRM 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 8,306 shares
    Change vs previous 13F -4,871 shares

    0.02% of the 13F portfolio, value $1,301,211.

    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 13,177 shares
    Change vs previous 13F +2,088 shares

    0.05% of the 13F portfolio, value $2,459,726.

    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 11,089 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $2,937,716.

    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 11,206 shares
    Change vs previous 13F -4,396 shares

    0.05% of the 13F portfolio, value $2,655,869.

    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 15,602 shares
    Change vs previous 13F +2,400 shares

    0.1% of the 13F portfolio, value $4,254,435.

    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 13,202 shares
    Change vs previous 13F +1,051 shares

    0.1% of the 13F portfolio, value $3,542,958.

    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 12,151 shares
    Change vs previous 13F +1,405 shares

    0.11% of the 13F portfolio, value $4,062,485.

    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 10,746 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,941,411.

    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).