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RFG - Bristol Wealth Advisors, LLC: EDIV position timeline

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

RFG - Bristol Wealth Advisors, LLC held 12,595 EDIV 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 12,595 shares
    Change vs previous 13F +588 shares

    0.12% of the 13F portfolio, value $505,826.

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

  2. period ended2026-06-30
    13F 12,007 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $491,776.

    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 12,006 shares
    Change vs previous 13F -3,609 shares

    0.13% of the 13F portfolio, value $474,006.

    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 15,615 shares
    Change vs previous 13F -502 shares

    0.17% of the 13F portfolio, value $611,343.

    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 16,117 shares
    Change vs previous 13F -97,572 shares

    0.18% of the 13F portfolio, value $626,133.

    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 113,689 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,333,829.

    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).