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Disclosery

RFG Advisory, LLC: SPSM position timeline

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

RFG Advisory, LLC held 126,801 SPSM 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 126,801 shares
    Change vs previous 13F +8,357 shares

    0.11% of the 13F portfolio, value $7,312,591.

    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 118,444 shares
    Change vs previous 13F -16,452 shares

    0.11% of the 13F portfolio, value $5,723,238.

    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 134,896 shares
    Change vs previous 13F -540 shares

    0.12% of the 13F portfolio, value $6,321,240.

    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 135,436 shares
    Change vs previous 13F +20,652 shares

    0.13% of the 13F portfolio, value $6,273,410.

    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 114,784 shares
    Change vs previous 13F -9,373 shares

    0.11% of the 13F portfolio, value $4,889,798.

    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 124,157 shares
    Change vs previous 13F -9,431 shares

    0.14% of the 13F portfolio, value $5,060,635.

    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 133,588 shares
    Change vs previous 13F -4,403 shares

    0.17% of the 13F portfolio, value $6,000,792.

    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 137,991 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,279,963.

    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).