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Disclosery

RFG Advisory, LLC: ITOT position timeline

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

RFG Advisory, LLC held 25,498 ITOT 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 25,498 shares
    Change vs previous 13F -4,015 shares

    0.07% of the 13F portfolio, value $4,188,483.

    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 29,513 shares
    Change vs previous 13F +7,510 shares

    0.08% of the 13F portfolio, value $4,203,575.

    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 22,003 shares
    Change vs previous 13F -867 shares

    0.06% of the 13F portfolio, value $3,271,686.

    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 22,870 shares
    Change vs previous 13F -126 shares

    0.07% of the 13F portfolio, value $3,331,064.

    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 22,996 shares
    Change vs previous 13F -1,313 shares

    0.07% of the 13F portfolio, value $3,105,346.

    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 24,309 shares
    Change vs previous 13F -15,046 shares

    0.08% of the 13F portfolio, value $2,965,883.

    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 39,355 shares
    Change vs previous 13F +4,531 shares

    0.14% of the 13F portfolio, value $5,061,823.

    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 34,824 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,374,607.

    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).