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Disclosery

RFG Advisory, LLC: IUSB position timeline

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

RFG Advisory, LLC held 119,805 IUSB 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 119,805 shares
    Change vs previous 13F +7,937 shares

    0.09% of the 13F portfolio, value $5,528,994.

    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 111,868 shares
    Change vs previous 13F -3,557 shares

    0.09% of the 13F portfolio, value $5,167,200.

    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 115,425 shares
    Change vs previous 13F +627 shares

    0.1% of the 13F portfolio, value $5,371,877.

    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 114,798 shares
    Change vs previous 13F -100,067 shares

    0.11% of the 13F portfolio, value $5,362,214.

    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 214,865 shares
    Change vs previous 13F -60,989 shares

    0.23% of the 13F portfolio, value $9,933,203.

    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 275,854 shares
    Change vs previous 13F -191,056 shares

    0.34% of the 13F portfolio, value $12,711,354.

    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 466,910 shares
    Change vs previous 13F +565 shares

    0.6% of the 13F portfolio, value $21,104,339.

    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 466,345 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $21,974,198.

    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).