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Twelve Points Wealth Management LLC: RFG position timeline

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

Twelve Points Wealth Management LLC held 68,091 RFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,091 shares
    Change vs previous 13F -722 shares

    0.88% of the 13F portfolio, value $4,393,919.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 68,813 shares
    Change vs previous 13F -574 shares

    0.83% of the 13F portfolio, value $3,771,799.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 69,387 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $3,829,670.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 69,387 shares
    Change vs previous 13F -922 shares

    0.88% of the 13F portfolio, value $3,534,955.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 70,309 shares
    Change vs previous 13F -134,887 shares

    0.92% of the 13F portfolio, value $3,427,704.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 205,196 shares
    Change vs previous 13F +11,382 shares

    2.44% of the 13F portfolio, value $8,993,750.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 193,814 shares
    Change vs previous 13F -1,661 shares

    2.7% of the 13F portfolio, value $9,384,125.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 195,475 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $9,611,512.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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