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Disclosery

RFG Holdings, Inc.: CRM position timeline

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

RFG Holdings, Inc. held 6,768 CRM 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 6,768 shares
    Change vs previous 13F +710 shares

    0.22% of the 13F portfolio, value $1,060,280.

    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 6,058 shares
    Change vs previous 13F +123 shares

    0.28% of the 13F portfolio, value $1,130,974.

    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 5,935 shares
    Change vs previous 13F +362 shares

    0.39% of the 13F portfolio, value $1,572,490.

    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 5,573 shares
    Change vs previous 13F +1,374 shares

    0.34% of the 13F portfolio, value $1,321,123.

    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 4,199 shares
    Change vs previous 13F +1,032 shares

    0.33% of the 13F portfolio, value $1,145,325.

    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 3,167 shares
    Change vs previous 13F +575 shares

    0.28% of the 13F portfolio, value $851,271.

    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 2,592 shares
    Change vs previous 13F +254 shares

    0.29% of the 13F portfolio, value $867,836.

    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 2,338 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $640,500.

    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).