RFG Advisory, LLC: XAIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on XAIX, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 19,660 XAIX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 19,660 sharesChange vs previous 13F +651 shares
0.02% of the 13F portfolio, value $1,131,417.
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 19,009 sharesChange vs previous 13F +184 shares
0.01% of the 13F portfolio, value $758,180.
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 18,825 sharesChange vs previous 13F +9,842 shares
0.02% of the 13F portfolio, value $807,643.
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).
- period ended2025-09-3013F 8,983 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $372,884.
13F-HR 0001633387-25-000006 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).