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RFG Advisory, LLC: OALC position timeline

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

RFG Advisory, LLC held 85,155 OALC 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 85,155 shares
    Change vs previous 13F +1,161 shares

    0.05% of the 13F portfolio, value $3,494,208.

    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 83,994 shares
    Change vs previous 13F +6,314 shares

    0.05% of the 13F portfolio, value $2,878,584.

    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 77,680 shares
    Change vs previous 13F +5,713 shares

    0.05% of the 13F portfolio, value $2,753,756.

    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 71,967 shares
    Change vs previous 13F -550 shares

    0.05% of the 13F portfolio, value $2,505,035.

    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 72,517 shares
    Change vs previous 13F +2,884 shares

    0.06% of the 13F portfolio, value $2,353,177.

    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 69,633 shares
    Change vs previous 13F +17,045 shares

    0.05% of the 13F portfolio, value $1,989,763.

    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 52,588 shares
    Change vs previous 13F +1,019 shares

    0.04% of the 13F portfolio, value $1,558,182.

    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 51,569 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,507,976.

    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).