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RFG Advisory, LLC: YEAR position timeline

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

RFG Advisory, LLC held 5,314 YEAR 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 5,314 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $267,505.

    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 5,279 shares
    Change vs previous 13F -1,969 shares

    <0.01% of the 13F portfolio, value $266,443.

    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 7,248 shares
    Change vs previous 13F +2,526 shares

    0.01% of the 13F portfolio, value $365,867.

    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 4,722 shares
    Change vs previous 13F -4,409 shares

    <0.01% of the 13F portfolio, value $239,268.

    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 9,131 shares
    Change vs previous 13F +958 shares

    0.01% of the 13F portfolio, value $462,590.

    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 8,173 shares
    Change vs previous 13F +1,218 shares

    0.01% of the 13F portfolio, value $413,618.

    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 6,955 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $350,198.

    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 7,091 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,559.

    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).