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Disclosery

RFG Advisory, LLC: IAK position timeline

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

RFG Advisory, LLC held 28,550 IAK 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 28,550 shares
    Change vs previous 13F -6,337 shares

    0.06% of the 13F portfolio, value $4,012,983.

    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 34,887 shares
    Change vs previous 13F +2,401 shares

    0.08% of the 13F portfolio, value $4,475,654.

    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 32,486 shares
    Change vs previous 13F +1,721 shares

    0.08% of the 13F portfolio, value $4,423,002.

    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 30,765 shares
    Change vs previous 13F +4,411 shares

    0.09% of the 13F portfolio, value $4,123,451.

    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 26,354 shares
    Change vs previous 13F +5,370 shares

    0.08% of the 13F portfolio, value $3,543,516.

    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 20,984 shares
    Change vs previous 13F +4,487 shares

    0.08% of the 13F portfolio, value $2,891,790.

    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 16,497 shares
    Change vs previous 13F +14,663 shares

    0.06% of the 13F portfolio, value $2,086,338.

    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 1,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,627.

    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).