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Disclosery

RFG Advisory, LLC: LMBS position timeline

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

RFG Advisory, LLC held 139,646 LMBS 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 139,646 shares
    Change vs previous 13F +19,409 shares

    0.11% of the 13F portfolio, value $6,951,580.

    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 120,237 shares
    Change vs previous 13F +69,392 shares

    0.11% of the 13F portfolio, value $5,988,998.

    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 50,845 shares
    Change vs previous 13F +19,943 shares

    0.05% of the 13F portfolio, value $2,541,727.

    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 30,902 shares
    Change vs previous 13F +18,946 shares

    0.03% of the 13F portfolio, value $1,538,588.

    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 11,956 shares
    Change vs previous 13F +1,625 shares

    0.01% of the 13F portfolio, value $588,950.

    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 10,331 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $507,892.

    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 10,397 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $506,030.

    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 11,971 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $591,487.

    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).