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Disclosery

RFG Advisory, LLC: EFG position timeline

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

RFG Advisory, LLC held 22,328 EFG 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 22,328 shares
    Change vs previous 13F -7,707 shares

    0.04% of the 13F portfolio, value $2,778,046.

    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 30,035 shares
    Change vs previous 13F +13,980 shares

    0.06% of the 13F portfolio, value $3,344,963.

    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 16,055 shares
    Change vs previous 13F -4,301 shares

    0.03% of the 13F portfolio, value $1,828,972.

    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 20,356 shares
    Change vs previous 13F -52,686 shares

    0.05% of the 13F portfolio, value $2,318,193.

    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 73,042 shares
    Change vs previous 13F -1,220 shares

    0.19% of the 13F portfolio, value $8,180,685.

    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 74,262 shares
    Change vs previous 13F -31,218 shares

    0.2% of the 13F portfolio, value $7,426,212.

    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 105,480 shares
    Change vs previous 13F +9,193 shares

    0.29% of the 13F portfolio, value $10,213,590.

    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 96,287 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,365,250.

    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).