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Disclosery

RFG Advisory, LLC: IDV position timeline

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

RFG Advisory, LLC held 14,501 IDV 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 14,501 shares
    Change vs previous 13F -18,691 shares

    0.01% of the 13F portfolio, value $600,778.

    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 33,192 shares
    Change vs previous 13F +1,292 shares

    0.03% of the 13F portfolio, value $1,412,672.

    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 31,900 shares
    Change vs previous 13F -2,976 shares

    0.02% of the 13F portfolio, value $1,258,466.

    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 34,876 shares
    Change vs previous 13F +1,443 shares

    0.03% of the 13F portfolio, value $1,274,727.

    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 33,433 shares
    Change vs previous 13F -4,703 shares

    0.03% of the 13F portfolio, value $1,153,773.

    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 38,136 shares
    Change vs previous 13F -11,063 shares

    0.03% of the 13F portfolio, value $1,182,966.

    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 49,199 shares
    Change vs previous 13F +2,696 shares

    0.04% of the 13F portfolio, value $1,347,059.

    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 46,503 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,405,780.

    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).