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RIA Advisory Group LLC: OEF position timeline

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

RIA Advisory Group LLC held 11,152 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,152 shares
    Change vs previous 13F -104,187 shares

    0.91% of the 13F portfolio, value $4,080,155.

    13F-HR 0002085853-26-000817 filed by RIA Advisory Group 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 115,339 shares
    Change vs previous 13F +7,030 shares

    8.97% of the 13F portfolio, value $36,685,728.

    13F-HR 0002085853-26-000473 filed by RIA Advisory Group 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 108,309 shares
    Change vs previous 13F +16,151 shares

    8.99% of the 13F portfolio, value $37,146,650.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group 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 92,158 shares
    Change vs previous 13F +3,147 shares

    7.91% of the 13F portfolio, value $30,673,783.

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group 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 89,011 shares
    Change vs previous 13F +88,231 shares

    7.96% of the 13F portfolio, value $27,090,548.

    13F-HR 0001667731-25-001112 filed by RIA Advisory Group 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 780 shares
    Change vs previous 13F -20,069 shares

    0.07% of the 13F portfolio, value $211,345.

    13F-HR 0001667731-25-000613 filed by RIA Advisory Group 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 20,849 shares
    Change vs previous 13F +1,091 shares

    2.05% of the 13F portfolio, value $6,022,045.

    13F-HR 0001667731-25-000274 filed by RIA Advisory Group 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 19,758 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,468,439.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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