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Disclosery

RFG Advisory, LLC: IBIT position timeline

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

RFG Advisory, LLC held 37,236 IBIT 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 37,236 shares
    Change vs previous 13F -9,737 shares

    0.02% of the 13F portfolio, value $1,239,578.

    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 46,973 shares
    Change vs previous 13F +8,162 shares

    0.03% of the 13F portfolio, value $1,804,698.

    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 38,811 shares
    Change vs previous 13F +1,829 shares

    0.04% of the 13F portfolio, value $1,926,961.

    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 36,982 shares
    Change vs previous 13F -4,236 shares

    0.05% of the 13F portfolio, value $2,403,814.

    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 41,218 shares
    Change vs previous 13F +16,438 shares

    0.06% of the 13F portfolio, value $2,522,931.

    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 24,780 shares
    Change vs previous 13F -29,014 shares

    0.03% of the 13F portfolio, value $1,159,955.

    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 53,794 shares
    Change vs previous 13F +36,780 shares

    0.08% of the 13F portfolio, value $2,853,761.

    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 17,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $614,700.

    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).