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Disclosery

RFG Advisory, LLC: HIO position timeline

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

RFG Advisory, LLC held 273,827 HIO 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 273,827 shares
    Change vs previous 13F -13,236 shares

    0.02% of the 13F portfolio, value $996,731.

    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 287,063 shares
    Change vs previous 13F +106,280 shares

    0.02% of the 13F portfolio, value $1,042,039.

    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 180,783 shares
    Change vs previous 13F -128,806 shares

    0.01% of the 13F portfolio, value $670,706.

    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 309,589 shares
    Change vs previous 13F -172,370 shares

    0.02% of the 13F portfolio, value $1,188,824.

    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 481,959 shares
    Change vs previous 13F -13,485 shares

    0.05% of the 13F portfolio, value $1,918,197.

    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 495,444 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $1,971,868.

    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 495,388 shares
    Change vs previous 13F +1,261 shares

    0.06% of the 13F portfolio, value $1,946,874.

    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 494,127 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,001,216.

    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).