RFG Advisory, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on DSI, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 9,868 DSI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 9,868 sharesChange vs previous 13F -334 shares
0.02% of the 13F portfolio, value $1,405,087.
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 10,202 sharesChange vs previous 13F -591 shares
0.02% of the 13F portfolio, value $1,236,324.
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 10,793 sharesChange vs previous 13F -33 shares
0.03% of the 13F portfolio, value $1,390,434.
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 10,826 sharesChange vs previous 13F -365 shares
0.03% of the 13F portfolio, value $1,363,485.
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 11,191 sharesChange vs previous 13F -330 shares
0.03% of the 13F portfolio, value $1,299,968.
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).
- period ended2025-03-3113F 11,521 sharesChange vs previous 13F +1,679 shares
0.03% of the 13F portfolio, value $1,179,876.
13F-HR 0001085146-25-001983 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 ended2024-12-3113F 9,842 sharesChange vs previous 13F +3,800 shares
0.03% of the 13F portfolio, value $1,085,130.
13F-HR 0001085146-25-000342 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 ended2024-09-3013F 6,042 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $657,328.
13F-HR 0001085146-24-004971 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).