RFG Advisory, LLC: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on D, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 8,737 D shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 8,737 sharesChange vs previous 13F +2,298 shares
0.01% of the 13F portfolio, value $596,678.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,439 sharesChange vs previous 13F +227 shares
0.01% of the 13F portfolio, value $398,058.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,212 sharesChange vs previous 13F -220 shares
0.01% of the 13F portfolio, value $363,940.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,432 sharesChange vs previous 13F -5,049 shares
0.01% of the 13F portfolio, value $393,463.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,481 sharesChange vs previous 13F +4,816 shares
0.02% of the 13F portfolio, value $648,888.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,665 sharesChange vs previous 13F +6,665 shares
0.01% of the 13F portfolio, value $373,724.
13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,668 shares
13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,668 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $211,949.
13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).