Skip to content
Disclosery

RFG Advisory, LLC: PSEP position timeline

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

RFG Advisory, LLC held 11,049 PSEP 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 11,049 shares
    Change vs previous 13F -828 shares

    0.01% of the 13F portfolio, value $508,806.

    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 11,877 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $511,424.

    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 12,047 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $526,676.

    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 12,047 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $517,419.

    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 12,110 shares
    Change vs previous 13F -3,708 shares

    0.01% of the 13F portfolio, value $495,178.

    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 15,818 shares
    Change vs previous 13F -297 shares

    0.02% of the 13F portfolio, value $607,569.

    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 16,115 shares
    Change vs previous 13F -10,210 shares

    0.02% of the 13F portfolio, value $629,860.

    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 26,325 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,014,302.

    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).