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RFG Advisory, LLC: SDVD position timeline

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

RFG Advisory, LLC held 99,073 SDVD 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 99,073 shares
    Change vs previous 13F +29,936 shares

    0.04% of the 13F portfolio, value $2,287,595.

    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 69,137 shares
    Change vs previous 13F +26,962 shares

    0.03% of the 13F portfolio, value $1,500,273.

    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 42,175 shares
    Change vs previous 13F +8,701 shares

    0.02% of the 13F portfolio, value $905,066.

    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 33,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $723,712.

    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).