RFG Advisory, LLC: POCT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on POCT, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 42,869 POCT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 42,869 sharesChange vs previous 13F -1,656 shares
0.03% of the 13F portfolio, value $1,989,550.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,525 sharesChange vs previous 13F -226 shares
0.04% of the 13F portfolio, value $1,919,473.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,751 sharesChange vs previous 13F -2,251 shares
0.04% of the 13F portfolio, value $1,965,464.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,002 sharesChange vs previous 13F +100 shares
0.04% of the 13F portfolio, value $2,025,786.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,902 sharesChange vs previous 13F -12,423 shares
0.05% of the 13F portfolio, value $1,937,053.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,325 sharesChange vs previous 13F +14,338 shares
0.06% of the 13F portfolio, value $2,304,776.
13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 44,987 sharesChange vs previous 13F -2,994 shares
0.05% of the 13F portfolio, value $1,779,974.
13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,981 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,868,860.
13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).