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RFG Advisory, LLC: GRID position timeline

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

RFG Advisory, LLC held 21,890 GRID 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 21,890 shares
    Change vs previous 13F +6,334 shares

    0.07% of the 13F portfolio, value $4,197,501.

    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 15,556 shares
    Change vs previous 13F +4,622 shares

    0.05% of the 13F portfolio, value $2,544,681.

    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 10,934 shares
    Change vs previous 13F +231 shares

    0.03% of the 13F portfolio, value $1,673,102.

    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 10,703 shares
    Change vs previous 13F -10,306 shares

    0.03% of the 13F portfolio, value $1,616,935.

    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 21,009 shares
    Change vs previous 13F +757 shares

    0.07% of the 13F portfolio, value $2,920,603.

    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 20,252 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,291,053.

    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).