RFG Advisory, LLC: WPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on WPM, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 2,394 WPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 2,394 sharesChange vs previous 13F -11 shares
<0.01% of the 13F portfolio, value $268,941.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,405 sharesChange vs previous 13F +560 shares
0.01% of the 13F portfolio, value $315,055.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,845 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $216,803.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).