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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

  1. period ended2026-06-30
    13F 55,505 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 54,675 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 55,273 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 52,914 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 51,487 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 48,423 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 36,694 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 34,790 shares
    Change 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), ingested

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