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Disclosery

RFG Advisory, LLC: DFUS position timeline

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

RFG Advisory, LLC held 84,838 DFUS 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 84,838 shares
    Change vs previous 13F -1,552 shares

    0.11% of the 13F portfolio, value $6,951,603.

    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 86,390 shares
    Change vs previous 13F -3,015 shares

    0.11% of the 13F portfolio, value $6,125,911.

    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 89,405 shares
    Change vs previous 13F +130 shares

    0.12% of the 13F portfolio, value $6,631,156.

    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 89,275 shares
    Change vs previous 13F +221 shares

    0.13% of the 13F portfolio, value $6,467,115.

    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 89,054 shares
    Change vs previous 13F +65,566 shares

    0.14% of the 13F portfolio, value $5,968,374.

    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 23,488 shares
    Change vs previous 13F -1,546 shares

    0.04% of the 13F portfolio, value $1,420,574.

    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 25,034 shares
    Change vs previous 13F +90 shares

    0.05% of the 13F portfolio, value $1,595,949.

    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 24,944 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,551,536.

    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).