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Disclosery

RFG Advisory, LLC: IWM position timeline

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

RFG Advisory, LLC held 18,947 IWM 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 18,947 shares
    Change vs previous 13F +13,584 shares

    0.09% of the 13F portfolio, value $5,692,587.

    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 5,363 shares
    Change vs previous 13F -652 shares

    0.02% of the 13F portfolio, value $1,330,109.

    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 6,015 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $1,480,635.

    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 5,687 shares
    Change vs previous 13F -1,435 shares

    0.03% of the 13F portfolio, value $1,376,121.

    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 7,122 shares
    Change vs previous 13F -3,218 shares

    0.04% of the 13F portfolio, value $1,536,846.

    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 10,340 shares
    Change vs previous 13F -1,563 shares

    0.06% of the 13F portfolio, value $2,062,627.

    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 11,903 shares
    Change vs previous 13F +2,319 shares

    0.07% of the 13F portfolio, value $2,630,018.

    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 9,584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,116,940.

    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).