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RFG Advisory, LLC: MA position timeline

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

RFG Advisory, LLC held 10,817 MA 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 10,817 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $5,555,583.

    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 10,859 shares
    Change vs previous 13F -1,895 shares

    0.1% of the 13F portfolio, value $5,425,818.

    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 12,754 shares
    Change vs previous 13F +85 shares

    0.14% of the 13F portfolio, value $7,281,220.

    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 12,669 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $7,206,510.

    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 12,681 shares
    Change vs previous 13F +808 shares

    0.17% of the 13F portfolio, value $7,126,148.

    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 11,873 shares
    Change vs previous 13F -929 shares

    0.18% of the 13F portfolio, value $6,507,630.

    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 12,802 shares
    Change vs previous 13F +902 shares

    0.19% of the 13F portfolio, value $6,741,005.

    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 11,900 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,876,201.

    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).