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Disclosery

RFG Advisory, LLC: VMBS position timeline

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

RFG Advisory, LLC held 19,543 VMBS 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 19,543 shares
    Change vs previous 13F -2,266 shares

    0.01% of the 13F portfolio, value $914,828.

    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 21,809 shares
    Change vs previous 13F -783 shares

    0.02% of the 13F portfolio, value $1,023,946.

    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 22,592 shares
    Change vs previous 13F +3,904 shares

    0.02% of the 13F portfolio, value $1,063,613.

    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 18,688 shares
    Change vs previous 13F -1,708 shares

    0.02% of the 13F portfolio, value $877,599.

    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 20,396 shares
    Change vs previous 13F +6,421 shares

    0.02% of the 13F portfolio, value $945,144.

    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 13,975 shares
    Change vs previous 13F -17,688 shares

    0.02% of the 13F portfolio, value $647,169.

    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 31,663 shares
    Change vs previous 13F +1,637 shares

    0.04% of the 13F portfolio, value $1,435,588.

    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 30,026 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,417,510.

    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).