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Disclosery

RFG Advisory, LLC: XDTE position timeline

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

RFG Advisory, LLC held 31,951 XDTE 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 31,951 shares
    Change vs previous 13F +750 shares

    0.02% of the 13F portfolio, value $1,248,646.

    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 31,201 shares
    Change vs previous 13F +463 shares

    0.02% of the 13F portfolio, value $1,145,686.

    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 30,738 shares
    Change vs previous 13F +2,365 shares

    0.02% of the 13F portfolio, value $1,219,367.

    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 28,373 shares
    Change vs previous 13F +13,032 shares

    0.03% of the 13F portfolio, value $1,255,084.

    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 15,341 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $678,078.

    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).