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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

  1. period ended2026-06-30
    13F 200,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 194,431 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 191,680 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 201,278 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,901 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,569 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 99,670 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).