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Disclosery

RFG Advisory, LLC: PBDC position timeline

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

RFG Advisory, LLC held 48,155 PBDC 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 48,155 shares
    Change vs previous 13F +1,052 shares

    0.02% of the 13F portfolio, value $1,310,291.

    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 47,103 shares
    Change vs previous 13F +464 shares

    0.02% of the 13F portfolio, value $1,299,097.

    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 46,639 shares
    Change vs previous 13F +3,351 shares

    0.03% of the 13F portfolio, value $1,427,149.

    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 43,288 shares
    Change vs previous 13F +17,057 shares

    0.03% of the 13F portfolio, value $1,375,677.

    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 26,231 shares
    Change vs previous 13F -26,134 shares

    0.02% of the 13F portfolio, value $887,657.

    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 52,365 shares
    Change vs previous 13F +25,511 shares

    0.05% of the 13F portfolio, value $1,814,971.

    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 26,854 shares
    Change vs previous 13F +18,573 shares

    0.03% of the 13F portfolio, value $924,315.

    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 8,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $279,815.

    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).