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Disclosery

RFG Advisory, LLC: WSO position timeline

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

RFG Advisory, LLC held 6,006 WSO 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 6,006 shares
    Change vs previous 13F +228 shares

    0.04% of the 13F portfolio, value $2,502,823.

    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 5,778 shares
    Change vs previous 13F +964 shares

    0.04% of the 13F portfolio, value $2,101,987.

    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 4,814 shares
    Change vs previous 13F +126 shares

    0.03% of the 13F portfolio, value $1,622,142.

    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 4,688 shares
    Change vs previous 13F +268 shares

    0.04% of the 13F portfolio, value $1,895,284.

    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 4,420 shares
    Change vs previous 13F -98 shares

    0.05% of the 13F portfolio, value $1,951,796.

    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 4,518 shares
    Change vs previous 13F +625 shares

    0.06% of the 13F portfolio, value $2,296,595.

    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 3,893 shares
    Change vs previous 13F -61 shares

    0.05% of the 13F portfolio, value $1,844,651.

    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 3,954 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,944,699.

    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).