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Disclosery

RFG Advisory, LLC: IVV position timeline

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

RFG Advisory, LLC held 26,054 IVV 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 26,054 shares
    Change vs previous 13F -1,907 shares

    0.31% of the 13F portfolio, value $19,511,886.

    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 27,961 shares
    Change vs previous 13F -651 shares

    0.34% of the 13F portfolio, value $18,264,197.

    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 28,612 shares
    Change vs previous 13F +906 shares

    0.37% of the 13F portfolio, value $19,597,730.

    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 27,706 shares
    Change vs previous 13F -3,769 shares

    0.38% of the 13F portfolio, value $18,543,881.

    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 31,475 shares
    Change vs previous 13F -1,624 shares

    0.46% of the 13F portfolio, value $19,542,669.

    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 33,099 shares
    Change vs previous 13F -19,958 shares

    0.5% of the 13F portfolio, value $18,598,470.

    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 53,057 shares
    Change vs previous 13F -2,032 shares

    0.88% of the 13F portfolio, value $31,233,393.

    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 55,089 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $31,776,512.

    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).