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Disclosery

RFG Advisory, LLC: SPYI position timeline

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

RFG Advisory, LLC held 95,913 SPYI 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 95,913 shares
    Change vs previous 13F +12,919 shares

    0.08% of the 13F portfolio, value $5,092,010.

    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 82,994 shares
    Change vs previous 13F +5,913 shares

    0.08% of the 13F portfolio, value $4,097,409.

    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 77,081 shares
    Change vs previous 13F +12,247 shares

    0.08% of the 13F portfolio, value $4,049,073.

    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 64,834 shares
    Change vs previous 13F +26,159 shares

    0.07% of the 13F portfolio, value $3,390,793.

    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 38,675 shares
    Change vs previous 13F -6,250 shares

    0.05% of the 13F portfolio, value $1,946,112.

    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 44,925 shares
    Change vs previous 13F +20,157 shares

    0.06% of the 13F portfolio, value $2,151,459.

    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 24,768 shares
    Change vs previous 13F +14,221 shares

    0.04% of the 13F portfolio, value $1,258,730.

    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 10,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $540,330.

    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).