RFG Advisory, LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on IEI, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 4,290 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,290 sharesChange vs previous 13F -2,591 shares
0.01% of the 13F portfolio, value $503,845.
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 6,881 sharesChange vs previous 13F -173 shares
0.01% of the 13F portfolio, value $816,137.
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 7,054 sharesChange vs previous 13F +459 shares
0.02% of the 13F portfolio, value $841,870.
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 6,595 sharesChange vs previous 13F +3,569 shares
0.02% of the 13F portfolio, value $788,224.
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 3,026 sharesChange vs previous 13F -2,957 shares
0.01% of the 13F portfolio, value $360,379.
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 5,983 sharesChange vs previous 13F +3,940 shares
0.02% of the 13F portfolio, value $706,769.
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 2,043 sharesChange vs previous 13F +106 shares
0.01% of the 13F portfolio, value $236,095.
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 1,937 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $231,657.
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).