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Disclosery

RFG Advisory, LLC: IOT position timeline

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

RFG Advisory, LLC held 111,482 IOT 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 111,482 shares
    Change vs previous 13F +2,117 shares

    0.06% of the 13F portfolio, value $3,615,346.

    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 109,365 shares
    Change vs previous 13F +19,184 shares

    0.06% of the 13F portfolio, value $3,465,788.

    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 90,181 shares
    Change vs previous 13F +25,477 shares

    0.06% of the 13F portfolio, value $3,196,907.

    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 64,704 shares
    Change vs previous 13F +48,127 shares

    0.05% of the 13F portfolio, value $2,410,221.

    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 16,577 shares
    Change vs previous 13F -13,467 shares

    0.02% of the 13F portfolio, value $659,419.

    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 30,044 shares
    Change vs previous 13F +15,385 shares

    0.03% of the 13F portfolio, value $1,151,599.

    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 14,659 shares
    Change vs previous 13F +1,815 shares

    0.02% of the 13F portfolio, value $640,465.

    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 12,844 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $618,048.

    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).