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RFG Advisory, LLC: GWX position timeline

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

RFG Advisory, LLC held 34,587 GWX 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 34,587 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $1,513,527.

    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 34,551 shares
    Change vs previous 13F -706 shares

    0.03% of the 13F portfolio, value $1,459,073.

    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 35,257 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $1,440,598.

    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 35,583 shares
    Change vs previous 13F -658 shares

    0.03% of the 13F portfolio, value $1,429,719.

    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 36,241 shares
    Change vs previous 13F -881 shares

    0.03% of the 13F portfolio, value $1,347,438.

    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 37,122 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $1,186,423.

    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 37,077 shares
    Change vs previous 13F +2,141 shares

    0.03% of the 13F portfolio, value $1,148,844.

    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 34,936 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,192,349.

    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).