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RFG Advisory, LLC: OAIM position timeline

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

RFG Advisory, LLC held 62,356 OAIM 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 62,356 shares
    Change vs previous 13F +1,714 shares

    0.05% of the 13F portfolio, value $2,982,487.

    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 60,642 shares
    Change vs previous 13F +3,695 shares

    0.05% of the 13F portfolio, value $2,611,063.

    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 56,947 shares
    Change vs previous 13F +3,570 shares

    0.04% of the 13F portfolio, value $2,357,036.

    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 53,377 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $2,146,823.

    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 53,777 shares
    Change vs previous 13F +6,808 shares

    0.05% of the 13F portfolio, value $2,053,744.

    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 46,969 shares
    Change vs previous 13F +12,461 shares

    0.04% of the 13F portfolio, value $1,569,648.

    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 34,508 shares
    Change vs previous 13F +1,160 shares

    0.03% of the 13F portfolio, value $1,108,483.

    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 33,348 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,147,585.

    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).