Skip to content
Disclosery

RFG Advisory, LLC: ESGU position timeline

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

RFG Advisory, LLC held 28,118 ESGU 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 28,118 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $4,602,033.

    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 28,071 shares
    Change vs previous 13F -18 shares

    0.07% of the 13F portfolio, value $3,969,818.

    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 28,089 shares
    Change vs previous 13F +2,531 shares

    0.08% of the 13F portfolio, value $4,184,652.

    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 25,558 shares
    Change vs previous 13F +607 shares

    0.08% of the 13F portfolio, value $3,721,188.

    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 24,951 shares
    Change vs previous 13F -925 shares

    0.08% of the 13F portfolio, value $3,375,917.

    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 25,876 shares
    Change vs previous 13F +1,695 shares

    0.09% of the 13F portfolio, value $3,154,599.

    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 24,181 shares
    Change vs previous 13F -8,549 shares

    0.09% of the 13F portfolio, value $3,114,944.

    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 32,730 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,129,928.

    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).