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RFG Advisory, LLC: DFEM position timeline

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

RFG Advisory, LLC held 602,160 DFEM 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 602,160 shares
    Change vs previous 13F -35,808 shares

    0.38% of the 13F portfolio, value $24,471,789.

    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 637,968 shares
    Change vs previous 13F +311,494 shares

    0.4% of the 13F portfolio, value $22,041,787.

    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 326,474 shares
    Change vs previous 13F +216,264 shares

    0.2% of the 13F portfolio, value $10,799,773.

    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 110,210 shares
    Change vs previous 13F +11,522 shares

    0.07% of the 13F portfolio, value $3,534,442.

    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 98,688 shares
    Change vs previous 13F +88,383 shares

    0.07% of the 13F portfolio, value $2,929,053.

    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 10,305 shares
    Change vs previous 13F -5,171 shares

    0.01% of the 13F portfolio, value $272,670.

    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 15,476 shares
    Change vs previous 13F -12,263 shares

    0.01% of the 13F portfolio, value $405,316.

    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 27,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $780,853.

    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).