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Disclosery

RFG Holdings, Inc.: AVGO position timeline

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

RFG Holdings, Inc. held 8,817 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,817 shares
    Change vs previous 13F +318 shares

    0.7% of the 13F portfolio, value $3,330,663.

    13F-HR 0001845210-26-000006 filed by RFG Holdings, Inc.
    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 8,499 shares
    Change vs previous 13F +26 shares

    0.66% of the 13F portfolio, value $2,630,655.

    13F-HR 0001845210-26-000002 filed by RFG Holdings, Inc.
    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 8,473 shares
    Change vs previous 13F +192 shares

    0.74% of the 13F portfolio, value $2,932,819.

    13F-HR 0001845210-26-000001 filed by RFG Holdings, Inc.
    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 8,281 shares
    Change vs previous 13F +932 shares

    0.7% of the 13F portfolio, value $2,732,277.

    13F-HR 0001845210-25-000002 filed by RFG Holdings, Inc.
    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 7,349 shares
    Change vs previous 13F +1,168 shares

    0.59% of the 13F portfolio, value $2,025,814.

    13F-HR 0001085146-25-003711 filed by RFG Holdings, Inc.
    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 6,181 shares
    Change vs previous 13F +601 shares

    0.34% of the 13F portfolio, value $1,037,067.

    13F-HR 0001085146-25-002122 filed by RFG Holdings, Inc.
    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 5,580 shares
    Change vs previous 13F +429 shares

    0.43% of the 13F portfolio, value $1,295,988.

    13F-HR 0001085146-25-000494 filed by RFG Holdings, Inc.
    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 5,151 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $889,943.

    13F-HR 0001085146-24-004827 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).