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RFG - Bristol Wealth Advisors, LLC: FIW position timeline

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

RFG - Bristol Wealth Advisors, LLC held 5,576 FIW 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 5,576 shares
    Change vs previous 13F -14,553 shares

    0.14% of the 13F portfolio, value $578,683.

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

  2. period ended2026-06-30
    13F 20,129 shares
    Change vs previous 13F -3,661 shares

    0.53% of the 13F portfolio, value $2,204,498.

    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 23,790 shares
    Change vs previous 13F +508 shares

    0.66% of the 13F portfolio, value $2,453,463.

    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 23,282 shares
    Change vs previous 13F +377 shares

    0.7% of the 13F portfolio, value $2,529,308.

    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 22,905 shares
    Change vs previous 13F +4,251 shares

    0.74% of the 13F portfolio, value $2,573,365.

    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 18,654 shares
    Change vs previous 13F +9,361 shares

    0.62% of the 13F portfolio, value $2,014,266.

    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 9,293 shares
    Change vs previous 13F +544 shares

    0.31% of the 13F portfolio, value $935,870.

    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 8,749 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $892,785.

    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).