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Disclosery

RFG Advisory, LLC: XSVM position timeline

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

RFG Advisory, LLC held 6,370 XSVM 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 6,370 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $443,285.

    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 6,388 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $384,933.

    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 6,549 shares
    Change vs previous 13F -537 shares

    0.01% of the 13F portfolio, value $374,203.

    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 7,086 shares
    Change vs previous 13F -2,536 shares

    0.01% of the 13F portfolio, value $400,077.

    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 9,622 shares
    Change vs previous 13F -2,989 shares

    0.01% of the 13F portfolio, value $500,236.

    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 12,611 shares
    Change vs previous 13F +3,124 shares

    0.02% of the 13F portfolio, value $633,065.

    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 9,487 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $516,878.

    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 9,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $515,873.

    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).