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RFG Advisory, LLC: DFGP position timeline

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

RFG Advisory, LLC held 461,737 DFGP 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 461,737 shares
    Change vs previous 13F +23,253 shares

    0.39% of the 13F portfolio, value $25,146,176.

    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 438,484 shares
    Change vs previous 13F +19,440 shares

    0.43% of the 13F portfolio, value $23,673,774.

    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 419,044 shares
    Change vs previous 13F +20,573 shares

    0.43% of the 13F portfolio, value $22,657,720.

    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 398,471 shares
    Change vs previous 13F +2,589 shares

    0.46% of the 13F portfolio, value $22,143,051.

    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 395,882 shares
    Change vs previous 13F -9,136 shares

    0.51% of the 13F portfolio, value $21,571,635.

    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 405,018 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $21,640,136.

    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).