Skip to content
Disclosery

RFG Advisory, LLC: PDI position timeline

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

RFG Advisory, LLC held 308,982 PDI 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 308,982 shares
    Change vs previous 13F +117,208 shares

    0.08% of the 13F portfolio, value $5,159,996.

    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 191,774 shares
    Change vs previous 13F -698 shares

    0.06% of the 13F portfolio, value $3,281,259.

    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 192,472 shares
    Change vs previous 13F +14,571 shares

    0.06% of the 13F portfolio, value $3,408,684.

    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 177,901 shares
    Change vs previous 13F +1,322 shares

    0.07% of the 13F portfolio, value $3,522,443.

    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 176,579 shares
    Change vs previous 13F +25,324 shares

    0.08% of the 13F portfolio, value $3,349,700.

    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 151,255 shares
    Change vs previous 13F +19,706 shares

    0.08% of the 13F portfolio, value $2,994,858.

    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 131,549 shares
    Change vs previous 13F +14,837 shares

    0.07% of the 13F portfolio, value $2,412,613.

    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 116,712 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,365,749.

    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).