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Disclosery

RFG Advisory, LLC: DFAX position timeline

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

RFG Advisory, LLC held 782,441 DFAX 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 782,441 shares
    Change vs previous 13F -18,147 shares

    0.45% of the 13F portfolio, value $28,825,116.

    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 800,588 shares
    Change vs previous 13F -150,071 shares

    0.5% of the 13F portfolio, value $27,195,984.

    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 950,659 shares
    Change vs previous 13F -85,953 shares

    0.59% of the 13F portfolio, value $31,115,067.

    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 1,036,612 shares
    Change vs previous 13F -440,816 shares

    0.67% of the 13F portfolio, value $32,528,892.

    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 1,477,428 shares
    Change vs previous 13F -4,266,886 shares

    1.02% of the 13F portfolio, value $43,392,067.

    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 5,744,314 shares
    Change vs previous 13F +1,916,305 shares

    4.07% of the 13F portfolio, value $150,501,016.

    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 3,828,009 shares
    Change vs previous 13F +254,240 shares

    2.69% of the 13F portfolio, value $95,164,298.

    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 3,573,769 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $96,527,489.

    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).