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RFG Advisory, LLC: VUSB position timeline

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

RFG Advisory, LLC held 14,326 VUSB 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 14,326 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $713,166.

    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 14,426 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $718,194.

    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 14,203 shares
    Change vs previous 13F -205 shares

    0.01% of the 13F portfolio, value $707,894.

    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 14,408 shares
    Change vs previous 13F +1,982 shares

    0.01% of the 13F portfolio, value $720,338.

    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 12,426 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $619,638.

    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 10,102 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,635.

    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).