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Disclosery

RFG Advisory, LLC: WEC position timeline

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

RFG Advisory, LLC held 24,716 WEC 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 24,716 shares
    Change vs previous 13F +776 shares

    0.05% of the 13F portfolio, value $2,886,107.

    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 23,940 shares
    Change vs previous 13F +844 shares

    0.05% of the 13F portfolio, value $2,771,549.

    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 23,096 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $2,435,697.

    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 23,356 shares
    Change vs previous 13F +1,099 shares

    0.06% of the 13F portfolio, value $2,676,318.

    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 22,257 shares
    Change vs previous 13F -3,724 shares

    0.05% of the 13F portfolio, value $2,319,217.

    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 25,981 shares
    Change vs previous 13F -2,791 shares

    0.08% of the 13F portfolio, value $2,831,435.

    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 28,772 shares
    Change vs previous 13F -1,643 shares

    0.08% of the 13F portfolio, value $2,705,696.

    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 30,415 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,925,317.

    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).