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
- period ended2026-06-3013F 34,587 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,551 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,583 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,241 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,122 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,077 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,936 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).