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Disclosery

RFG Advisory, LLC: SPYM position timeline

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

RFG Advisory, LLC held 297,430 SPYM 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 297,430 shares
    Change vs previous 13F -90,557 shares

    0.41% of the 13F portfolio, value $26,138,127.

    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 387,987 shares
    Change vs previous 13F +42,899 shares

    0.55% of the 13F portfolio, value $29,696,546.

    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 345,088 shares
    Change vs previous 13F -7,028 shares

    0.52% of the 13F portfolio, value $27,682,947.

    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 352,116 shares
    Change vs previous 13F -49,000 shares

    0.57% of the 13F portfolio, value $27,584,800.

    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 401,116 shares
    Change vs previous 13F -42,026 shares

    0.69% of the 13F portfolio, value $29,157,124.

    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 443,142 shares
    Change vs previous 13F +63,115 shares

    0.79% of the 13F portfolio, value $29,141,028.

    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 380,027 shares
    Change vs previous 13F +19,708 shares

    0.74% of the 13F portfolio, value $26,199,059.

    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 360,319 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $24,325,152.

    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).