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Disclosery

RFG Advisory, LLC: FPE position timeline

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

RFG Advisory, LLC held 18,132 FPE 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 18,132 shares
    Change vs previous 13F -166,499 shares

    0.01% of the 13F portfolio, value $324,206.

    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 184,631 shares
    Change vs previous 13F +11,554 shares

    0.06% of the 13F portfolio, value $3,277,202.

    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 173,077 shares
    Change vs previous 13F -8,461 shares

    0.06% of the 13F portfolio, value $3,153,458.

    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 181,538 shares
    Change vs previous 13F +15,651 shares

    0.07% of the 13F portfolio, value $3,311,248.

    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 165,887 shares
    Change vs previous 13F -273 shares

    0.07% of the 13F portfolio, value $2,952,794.

    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 166,160 shares
    Change vs previous 13F +2,995 shares

    0.08% of the 13F portfolio, value $2,922,760.

    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 163,165 shares
    Change vs previous 13F +9,091 shares

    0.08% of the 13F portfolio, value $2,888,026.

    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 154,074 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,788,737.

    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).