RFG Advisory, LLC: FSMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on FSMB, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 133,263 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 133,263 sharesChange vs previous 13F +13,355 shares
0.04% of the 13F portfolio, value $2,663,933.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 119,908 sharesChange vs previous 13F +9,952 shares
0.04% of the 13F portfolio, value $2,393,370.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 109,956 sharesChange vs previous 13F +51,843 shares
0.04% of the 13F portfolio, value $2,204,067.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,113 sharesChange vs previous 13F +12,718 shares
0.02% of the 13F portfolio, value $1,166,908.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,395 sharesChange vs previous 13F +3,519 shares
0.02% of the 13F portfolio, value $903,585.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41,876 sharesChange vs previous 13F +8,788 shares
0.02% of the 13F portfolio, value $832,085.
13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,088 sharesChange vs previous 13F -112 shares
0.02% of the 13F portfolio, value $656,472.
13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,200 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $664,335.
13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).