Skip to content
Disclosery

RFG Advisory, LLC: FTSM position timeline

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

RFG Advisory, LLC held 55,939 FTSM 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 55,939 shares
    Change vs previous 13F -851 shares

    0.05% of the 13F portfolio, value $3,341,243.

    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 56,790 shares
    Change vs previous 13F +1,995 shares

    0.06% of the 13F portfolio, value $3,394,919.

    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 54,795 shares
    Change vs previous 13F +12,657 shares

    0.06% of the 13F portfolio, value $3,283,883.

    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 42,138 shares
    Change vs previous 13F -5,776 shares

    0.05% of the 13F portfolio, value $2,524,483.

    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 47,914 shares
    Change vs previous 13F -5,941 shares

    0.07% of the 13F portfolio, value $2,868,612.

    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 53,855 shares
    Change vs previous 13F +9,869 shares

    0.09% of the 13F portfolio, value $3,222,690.

    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 43,986 shares
    Change vs previous 13F -3,596 shares

    0.07% of the 13F portfolio, value $2,629,039.

    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 47,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,848,741.

    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).