Skip to content
Disclosery

RFG Advisory, LLC: IRM position timeline

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

RFG Advisory, LLC held 16,910 IRM 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 16,910 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $2,135,942.

    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 16,998 shares
    Change vs previous 13F -1,533 shares

    0.03% of the 13F portfolio, value $1,736,138.

    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 18,531 shares
    Change vs previous 13F -230 shares

    0.03% of the 13F portfolio, value $1,537,146.

    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 18,761 shares
    Change vs previous 13F -1,087 shares

    0.04% of the 13F portfolio, value $1,912,496.

    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 19,848 shares
    Change vs previous 13F +1,665 shares

    0.05% of the 13F portfolio, value $2,035,809.

    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 18,183 shares
    Change vs previous 13F +4,005 shares

    0.04% of the 13F portfolio, value $1,564,465.

    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 14,178 shares
    Change vs previous 13F -553 shares

    0.04% of the 13F portfolio, value $1,490,235.

    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 14,731 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,750,529.

    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).