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RFG - Bristol Wealth Advisors, LLC: AAPL position timeline

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

RFG - Bristol Wealth Advisors, LLC held 24,843 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,843 shares
    Change vs previous 13F -357 shares

    1.97% of the 13F portfolio, value $8,273,261.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,200 shares
    Change vs previous 13F +37 shares

    1.76% of the 13F portfolio, value $7,291,818.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,163 shares
    Change vs previous 13F -410 shares

    1.72% of the 13F portfolio, value $6,386,162.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,573 shares
    Change vs previous 13F -120 shares

    1.94% of the 13F portfolio, value $6,952,297.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,693 shares
    Change vs previous 13F -1,383 shares

    1.89% of the 13F portfolio, value $6,542,106.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,076 shares
    Change vs previous 13F -1,616 shares

    1.72% of the 13F portfolio, value $5,555,245.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,692 shares
    Change vs previous 13F -23 shares

    2.14% of the 13F portfolio, value $6,373,289.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,715 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $7,190,916.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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