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Disclosery

RFG Holdings, Inc.: KBWB position timeline

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

RFG Holdings, Inc. held 179,215 KBWB 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 179,215 shares
    Change vs previous 13F +4,114 shares

    3.49% of the 13F portfolio, value $16,663,479.

    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 175,101 shares
    Change vs previous 13F -25,709 shares

    3.49% of the 13F portfolio, value $13,853,995.

    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 200,810 shares
    Change vs previous 13F +958 shares

    4.24% of the 13F portfolio, value $16,926,326.

    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 199,852 shares
    Change vs previous 13F +2,474 shares

    4.03% of the 13F portfolio, value $15,630,458.

    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 197,378 shares
    Change vs previous 13F -3,274 shares

    4.1% of the 13F portfolio, value $14,136,234.

    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 200,652 shares
    Change vs previous 13F +10,001 shares

    4.1% of the 13F portfolio, value $12,596,696.

    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 190,651 shares
    Change vs previous 13F -12,237 shares

    4.14% of the 13F portfolio, value $12,460,675.

    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 202,888 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $11,892,922.

    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).