RFG Advisory, LLC: JULU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on JULU, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 200,658 JULU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 200,658 sharesChange vs previous 13F +6,227 shares
0.1% of the 13F portfolio, value $6,438,654.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 194,431 sharesChange vs previous 13F +2,751 shares
0.1% of the 13F portfolio, value $5,551,005.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 191,680 sharesChange vs previous 13F -9,598 shares
0.11% of the 13F portfolio, value $5,694,813.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 201,278 sharesChange vs previous 13F +11,377 shares
0.12% of the 13F portfolio, value $5,889,394.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 189,901 sharesChange vs previous 13F +66,332 shares
0.12% of the 13F portfolio, value $5,229,456.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 123,569 sharesChange vs previous 13F +23,899 shares
0.09% of the 13F portfolio, value $3,152,245.
13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 99,670 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,639,481.
13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).