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Disclosery

RFG Advisory, LLC: PDO position timeline

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

RFG Advisory, LLC held 52,833 PDO 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 52,833 shares
    Change vs previous 13F +760 shares

    0.01% of the 13F portfolio, value $698,452.

    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 52,073 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $673,304.

    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 53,273 shares
    Change vs previous 13F +7,495 shares

    0.01% of the 13F portfolio, value $737,298.

    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 45,778 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $646,385.

    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 45,778 shares
    Change vs previous 13F +31,760 shares

    0.01% of the 13F portfolio, value $617,087.

    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 14,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $194,570.

    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).