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Disclosery

RFG - Bristol Wealth Advisors, LLC: BOTJ position timeline

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

RFG - Bristol Wealth Advisors, LLC held 11,430 BOTJ 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 11,430 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $306,678.

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

  2. period ended2026-06-30
    13F 11,391 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $290,698.

    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 11,344 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $233,683.

    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 11,265 shares
    Change vs previous 13F +60 shares

    0.06% of the 13F portfolio, value $209,310.

    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 11,205 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $174,805.

    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 11,137 shares
    Change vs previous 13F +74 shares

    0.05% of the 13F portfolio, value $156,699.

    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 11,063 shares
    Change vs previous 13F -531 shares

    0.05% of the 13F portfolio, value $163,511.

    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 11,594 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $177,511.

    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).