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Disclosery

RFG Advisory, LLC: EPR position timeline

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

RFG Advisory, LLC held 9,581 EPR 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 9,581 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $555,819.

    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 9,939 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $496,554.

    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 11,041 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $550,964.

    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 11,030 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $639,846.

    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 11,063 shares
    Change vs previous 13F +3,880 shares

    0.02% of the 13F portfolio, value $644,549.

    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 7,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $377,898.

    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).