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RFG Advisory, LLC: XMHQ position timeline

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

RFG Advisory, LLC held 5,468 XMHQ 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 5,468 shares
    Change vs previous 13F -30,021 shares

    0.01% of the 13F portfolio, value $617,258.

    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 35,489 shares
    Change vs previous 13F -2,047 shares

    0.07% of the 13F portfolio, value $3,668,516.

    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 37,536 shares
    Change vs previous 13F +6,419 shares

    0.07% of the 13F portfolio, value $3,844,453.

    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 31,117 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,266,040.

    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).