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RFG Advisory, LLC: UMMA position timeline

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

RFG Advisory, LLC held 128,221 UMMA 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 128,221 shares
    Change vs previous 13F +13,147 shares

    0.08% of the 13F portfolio, value $5,061,534.

    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 115,074 shares
    Change vs previous 13F -152,239 shares

    0.06% of the 13F portfolio, value $3,527,467.

    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 267,313 shares
    Change vs previous 13F +51,363 shares

    0.15% of the 13F portfolio, value $7,914,482.

    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 215,950 shares
    Change vs previous 13F +38,256 shares

    0.12% of the 13F portfolio, value $5,951,572.

    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 177,694 shares
    Change vs previous 13F +65,872 shares

    0.11% of the 13F portfolio, value $4,733,759.

    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 111,822 shares
    Change vs previous 13F -53,095 shares

    0.07% of the 13F portfolio, value $2,663,596.

    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 164,917 shares
    Change vs previous 13F +39,984 shares

    0.11% of the 13F portfolio, value $3,898,629.

    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 124,933 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,189,549.

    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).