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Disclosery

RFG Advisory, LLC: DFAE position timeline

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

RFG Advisory, LLC held 81,428 DFAE 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 81,428 shares
    Change vs previous 13F +780 shares

    0.05% of the 13F portfolio, value $3,274,220.

    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 80,648 shares
    Change vs previous 13F -4,844 shares

    0.05% of the 13F portfolio, value $2,730,755.

    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 85,492 shares
    Change vs previous 13F +365 shares

    0.05% of the 13F portfolio, value $2,784,474.

    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 85,127 shares
    Change vs previous 13F +520 shares

    0.06% of the 13F portfolio, value $2,684,040.

    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 84,607 shares
    Change vs previous 13F -8,701 shares

    0.06% of the 13F portfolio, value $2,449,370.

    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 93,308 shares
    Change vs previous 13F +1,566 shares

    0.07% of the 13F portfolio, value $2,415,745.

    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 91,742 shares
    Change vs previous 13F -660 shares

    0.07% of the 13F portfolio, value $2,327,482.

    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 92,402 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,532,746.

    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).