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RFG Advisory, LLC: STAG position timeline

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

RFG Advisory, LLC held 49,628 STAG 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 49,628 shares
    Change vs previous 13F +5,064 shares

    0.03% of the 13F portfolio, value $1,888,833.

    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 44,564 shares
    Change vs previous 13F +2,637 shares

    0.03% of the 13F portfolio, value $1,606,978.

    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 41,927 shares
    Change vs previous 13F -1,827 shares

    0.03% of the 13F portfolio, value $1,541,220.

    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 43,754 shares
    Change vs previous 13F +1,403 shares

    0.03% of the 13F portfolio, value $1,544,089.

    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 42,351 shares
    Change vs previous 13F +11,267 shares

    0.04% of the 13F portfolio, value $1,536,510.

    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 31,084 shares
    Change vs previous 13F +22,440 shares

    0.03% of the 13F portfolio, value $1,122,738.

    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 8,644 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $292,354.

    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 9,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,816.

    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).