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RFG Advisory, LLC: PRF position timeline

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

RFG Advisory, LLC held 1,100,004 PRF 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 1,100,004 shares
    Change vs previous 13F -34,253 shares

    0.93% of the 13F portfolio, value $59,433,219.

    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 1,134,257 shares
    Change vs previous 13F -152,073 shares

    0.99% of the 13F portfolio, value $53,911,258.

    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 1,286,330 shares
    Change vs previous 13F -109,199 shares

    1.14% of the 13F portfolio, value $60,354,590.

    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 1,395,529 shares
    Change vs previous 13F -491,877 shares

    1.3% of the 13F portfolio, value $63,091,861.

    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 1,887,406 shares
    Change vs previous 13F -4,974,104 shares

    1.87% of the 13F portfolio, value $79,780,631.

    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 6,861,510 shares
    Change vs previous 13F +560,748 shares

    7.49% of the 13F portfolio, value $277,273,620.

    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 6,300,762 shares
    Change vs previous 13F +320,593 shares

    7.19% of the 13F portfolio, value $254,172,747.

    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 5,980,169 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $242,974,255.

    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).