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Disclosery

RFG Advisory, LLC: SHV position timeline

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

RFG Advisory, LLC held 73,936 SHV 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 73,936 shares
    Change vs previous 13F +1,003 shares

    0.13% of the 13F portfolio, value $8,158,885.

    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 72,933 shares
    Change vs previous 13F -5,625 shares

    0.15% of the 13F portfolio, value $8,051,033.

    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 78,558 shares
    Change vs previous 13F -6,591 shares

    0.16% of the 13F portfolio, value $8,653,207.

    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 85,149 shares
    Change vs previous 13F -62,022 shares

    0.19% of the 13F portfolio, value $9,408,151.

    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 147,171 shares
    Change vs previous 13F +131,904 shares

    0.38% of the 13F portfolio, value $16,250,675.

    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 15,267 shares
    Change vs previous 13F -82,041 shares

    0.05% of the 13F portfolio, value $1,686,342.

    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 97,308 shares
    Change vs previous 13F +81,740 shares

    0.3% of the 13F portfolio, value $10,714,611.

    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 15,568 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,722,318.

    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).