Skip to content

RFG Advisory, LLC: DFSD position timeline

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

RFG Advisory, LLC held 81,272 DFSD 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 81,272 shares
    Change vs previous 13F +5,254 shares

    0.06% of the 13F portfolio, value $3,880,729.

    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 76,018 shares
    Change vs previous 13F +353 shares

    0.07% of the 13F portfolio, value $3,639,755.

    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 75,665 shares
    Change vs previous 13F -1,540 shares

    0.07% of the 13F portfolio, value $3,628,157.

    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 77,205 shares
    Change vs previous 13F +1,423 shares

    0.08% of the 13F portfolio, value $3,720,504.

    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 75,782 shares
    Change vs previous 13F -21,112 shares

    0.09% of the 13F portfolio, value $3,638,290.

    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 96,894 shares
    Change vs previous 13F -380,863 shares

    0.12% of the 13F portfolio, value $4,604,421.

    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 477,757 shares
    Change vs previous 13F +26,638 shares

    0.63% of the 13F portfolio, value $22,397,228.

    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 451,119 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $21,536,433.

    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).