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RFG Advisory, LLC: DFAT position timeline

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

RFG Advisory, LLC held 48,513 DFAT 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 48,513 shares
    Change vs previous 13F +79 shares

    0.05% of the 13F portfolio, value $3,391,089.

    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 48,434 shares
    Change vs previous 13F -580 shares

    0.06% of the 13F portfolio, value $3,024,720.

    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 49,014 shares
    Change vs previous 13F +101 shares

    0.05% of the 13F portfolio, value $2,918,321.

    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 48,913 shares
    Change vs previous 13F -3,236 shares

    0.06% of the 13F portfolio, value $2,847,213.

    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 52,149 shares
    Change vs previous 13F -1,125 shares

    0.07% of the 13F portfolio, value $2,813,956.

    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 53,274 shares
    Change vs previous 13F -82,520 shares

    0.07% of the 13F portfolio, value $2,743,091.

    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 135,794 shares
    Change vs previous 13F +10,423 shares

    0.21% of the 13F portfolio, value $7,558,293.

    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 125,371 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,974,405.

    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).