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Disclosery

RFG Advisory, LLC: EFV position timeline

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

RFG Advisory, LLC held 23,723 EFV 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 23,723 shares
    Change vs previous 13F -1,418 shares

    0.03% of the 13F portfolio, value $1,815,984.

    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 25,141 shares
    Change vs previous 13F -23,212 shares

    0.03% of the 13F portfolio, value $1,869,257.

    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 48,353 shares
    Change vs previous 13F -9,053 shares

    0.07% of the 13F portfolio, value $3,452,884.

    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 57,406 shares
    Change vs previous 13F -14,223 shares

    0.08% of the 13F portfolio, value $3,893,853.

    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 71,629 shares
    Change vs previous 13F +15,838 shares

    0.11% of the 13F portfolio, value $4,547,012.

    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 55,791 shares
    Change vs previous 13F -81,734 shares

    0.09% of the 13F portfolio, value $3,288,334.

    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 137,525 shares
    Change vs previous 13F -3,643 shares

    0.2% of the 13F portfolio, value $7,215,960.

    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 141,168 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,121,411.

    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).