RFG Advisory, LLC: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on O, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 55,505 O shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 55,505 sharesChange vs previous 13F +830 shares
0.05% of the 13F portfolio, value $3,439,062.
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 54,675 sharesChange vs previous 13F -598 shares
0.06% of the 13F portfolio, value $3,345,016.
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 55,273 sharesChange vs previous 13F +2,359 shares
0.06% of the 13F portfolio, value $3,115,737.
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 52,914 sharesChange vs previous 13F +1,427 shares
0.07% of the 13F portfolio, value $3,216,661.
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 51,487 sharesChange vs previous 13F +3,064 shares
0.07% of the 13F portfolio, value $2,966,172.
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 48,423 sharesChange vs previous 13F +11,729 shares
0.08% of the 13F portfolio, value $2,809,046.
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 36,694 sharesChange vs previous 13F +1,904 shares
0.06% of the 13F portfolio, value $1,959,831.
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).
- period ended2024-09-3013F 34,790 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,206,409.
13F-HR 0001085146-24-004971 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).