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Disclosery

RFG Advisory, LLC: IUSG position timeline

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

RFG Advisory, LLC held 19,499 IUSG 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 19,499 shares
    Change vs previous 13F +1,630 shares

    0.06% of the 13F portfolio, value $3,667,489.

    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 17,869 shares
    Change vs previous 13F -19,489 shares

    0.05% of the 13F portfolio, value $2,771,595.

    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 37,358 shares
    Change vs previous 13F -2,434 shares

    0.12% of the 13F portfolio, value $6,273,829.

    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 39,792 shares
    Change vs previous 13F +137 shares

    0.14% of the 13F portfolio, value $6,547,421.

    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 39,655 shares
    Change vs previous 13F +1,114 shares

    0.14% of the 13F portfolio, value $5,964,067.

    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 38,541 shares
    Change vs previous 13F -599 shares

    0.13% of the 13F portfolio, value $4,897,845.

    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 39,140 shares
    Change vs previous 13F -853 shares

    0.15% of the 13F portfolio, value $5,454,218.

    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 39,993 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,275,446.

    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).