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Disclosery

RFG Advisory, LLC: UYLD position timeline

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

RFG Advisory, LLC held 9,161 UYLD 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 9,161 shares
    Change vs previous 13F -3,453 shares

    0.01% of the 13F portfolio, value $467,246.

    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 12,614 shares
    Change vs previous 13F +8,669 shares

    0.01% of the 13F portfolio, value $643,756.

    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 3,945 shares
    Change vs previous 13F -3,424 shares

    <0.01% of the 13F portfolio, value $201,766.

    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 7,369 shares
    Change vs previous 13F -2,088 shares

    0.01% of the 13F portfolio, value $376,888.

    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 9,457 shares
    Change vs previous 13F -4,816 shares

    0.01% of the 13F portfolio, value $482,946.

    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 14,273 shares
    Change vs previous 13F +6,738 shares

    0.02% of the 13F portfolio, value $729,196.

    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 7,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $384,752.

    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).