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Disclosery

RFG Advisory, LLC: FDD position timeline

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

RFG Advisory, LLC held 18,691 FDD 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 18,691 shares
    Change vs previous 13F -2,092 shares

    0.01% of the 13F portfolio, value $346,718.

    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 20,783 shares
    Change vs previous 13F +9,825 shares

    0.01% of the 13F portfolio, value $370,145.

    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 10,958 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $191,765.

    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 10,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $176,972.

    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).