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Disclosery

RFG Advisory, LLC: USRT position timeline

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

RFG Advisory, LLC held 49,983 USRT 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 49,983 shares
    Change vs previous 13F +17,489 shares

    0.05% of the 13F portfolio, value $3,321,358.

    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 32,494 shares
    Change vs previous 13F +4,918 shares

    0.04% of the 13F portfolio, value $1,923,300.

    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 27,576 shares
    Change vs previous 13F +4,977 shares

    0.03% of the 13F portfolio, value $1,570,708.

    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 22,599 shares
    Change vs previous 13F +16,395 shares

    0.03% of the 13F portfolio, value $1,327,030.

    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 6,204 shares
    Change vs previous 13F -511 shares

    0.01% of the 13F portfolio, value $350,918.

    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 6,715 shares
    Change vs previous 13F -10,527 shares

    0.01% of the 13F portfolio, value $386,760.

    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 17,242 shares
    Change vs previous 13F +3,456 shares

    0.03% of the 13F portfolio, value $988,146.

    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 13,786 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $848,832.

    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).