Skip to content
Disclosery

RFG - Bristol Wealth Advisors, LLC: CZWI position timeline

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

RFG - Bristol Wealth Advisors, LLC held 102,195 CZWI 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 102,195 shares
    Change vs previous 13F -2,095 shares

    0.51% of the 13F portfolio, value $2,157,330.

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

  2. period ended2026-06-30
    13F 104,290 shares
    Change vs previous 13F +608 shares

    0.59% of the 13F portfolio, value $2,439,347.

    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 103,682 shares
    Change vs previous 13F +10,732 shares

    0.55% of the 13F portfolio, value $2,052,907.

    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 92,950 shares
    Change vs previous 13F +4,000 shares

    0.46% of the 13F portfolio, value $1,656,378.

    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 88,950 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,429,434.

    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 88,950 shares
    Change vs previous 13F -1,535 shares

    0.38% of the 13F portfolio, value $1,227,517.

    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 90,485 shares
    Change vs previous 13F +1,515 shares

    0.44% of the 13F portfolio, value $1,301,179.

    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 88,970 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,449,321.

    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).