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Disclosery

RFG Advisory, LLC: XSMO position timeline

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

RFG Advisory, LLC held 46,421 XSMO 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 46,421 shares
    Change vs previous 13F -76,686 shares

    0.07% of the 13F portfolio, value $4,346,356.

    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 123,107 shares
    Change vs previous 13F +29,890 shares

    0.17% of the 13F portfolio, value $9,358,632.

    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 93,217 shares
    Change vs previous 13F +14,053 shares

    0.13% of the 13F portfolio, value $6,712,559.

    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 79,164 shares
    Change vs previous 13F +56,627 shares

    0.12% of the 13F portfolio, value $5,824,128.

    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 22,537 shares
    Change vs previous 13F -7,310 shares

    0.04% of the 13F portfolio, value $1,532,970.

    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 29,847 shares
    Change vs previous 13F -24,460 shares

    0.05% of the 13F portfolio, value $1,872,915.

    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 54,307 shares
    Change vs previous 13F -1,142 shares

    0.1% of the 13F portfolio, value $3,590,238.

    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 55,449 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,670,165.

    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).