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Disclosery

RFG Advisory, LLC: IJR position timeline

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

RFG Advisory, LLC held 82,128 IJR 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 82,128 shares
    Change vs previous 13F +776 shares

    0.19% of the 13F portfolio, value $12,180,434.

    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 81,352 shares
    Change vs previous 13F +9,879 shares

    0.19% of the 13F portfolio, value $10,112,847.

    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 71,473 shares
    Change vs previous 13F -15,595 shares

    0.16% of the 13F portfolio, value $8,589,584.

    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 87,068 shares
    Change vs previous 13F +18,985 shares

    0.21% of the 13F portfolio, value $10,346,344.

    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 68,083 shares
    Change vs previous 13F -3,601 shares

    0.17% of the 13F portfolio, value $7,440,794.

    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 71,684 shares
    Change vs previous 13F +6,281 shares

    0.2% of the 13F portfolio, value $7,496,018.

    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 65,403 shares
    Change vs previous 13F +2,238 shares

    0.21% of the 13F portfolio, value $7,535,745.

    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 63,165 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,387,740.

    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).