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Disclosery

RFG Advisory, LLC: OCTU position timeline

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

RFG Advisory, LLC held 209,942 OCTU 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 209,942 shares
    Change vs previous 13F +6,935 shares

    0.1% of the 13F portfolio, value $6,386,436.

    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 203,007 shares
    Change vs previous 13F +2,466 shares

    0.1% of the 13F portfolio, value $5,604,130.

    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 200,541 shares
    Change vs previous 13F -10,193 shares

    0.11% of the 13F portfolio, value $5,707,537.

    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 210,734 shares
    Change vs previous 13F +10,958 shares

    0.12% of the 13F portfolio, value $5,897,665.

    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 199,776 shares
    Change vs previous 13F +66,966 shares

    0.12% of the 13F portfolio, value $5,248,315.

    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 132,810 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,273,182.

    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).