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RFG - Bristol Wealth Advisors, LLC: BP position timeline

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

RFG - Bristol Wealth Advisors, LLC held 51,466 BP 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 51,466 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,263,989.

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

  2. period ended2026-06-30
    13F 51,466 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,901,669.

    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 51,466 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,418,902.

    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 51,466 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,787,414.

    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 51,466 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,773,518.

    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 51,466 shares
    Change vs previous 13F -10,938 shares

    0.48% of the 13F portfolio, value $1,540,377.

    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 62,404 shares
    Change vs previous 13F +325 shares

    0.71% of the 13F portfolio, value $2,108,631.

    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 62,079 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,835,055.

    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).