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RFG - Bristol Wealth Advisors, LLC: CWI position timeline

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

RFG - Bristol Wealth Advisors, LLC held 5,474 CWI 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 5,474 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $221,194.

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

  2. period ended2026-06-30
    13F 5,474 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,617.

    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 ยง4.2).