RFG Advisory, LLC: DSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on DSEP, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 12,834 DSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 12,834 sharesChange vs previous 13F +1,041 shares
0.01% of the 13F portfolio, value $608,845.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,793 sharesChange vs previous 13F +241 shares
0.01% of the 13F portfolio, value $518,439.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,552 sharesChange vs previous 13F +194 shares
0.01% of the 13F portfolio, value $518,755.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,358 sharesChange vs previous 13F -391 shares
0.01% of the 13F portfolio, value $502,024.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,749 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $498,155.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).