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RFG - Bristol Wealth Advisors, LLC: FNDX position timeline

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

RFG - Bristol Wealth Advisors, LLC held 190,173 FNDX 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 190,173 shares
    Change vs previous 13F +30,256 shares

    1.43% of the 13F portfolio, value $5,984,734.

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

  2. period ended2026-06-30
    13F 159,917 shares
    Change vs previous 13F +3,168 shares

    1.2% of the 13F portfolio, value $4,973,425.

    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 156,749 shares
    Change vs previous 13F +29,812 shares

    1.18% of the 13F portfolio, value $4,365,458.

    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 126,937 shares
    Change vs previous 13F +4,244 shares

    0.96% of the 13F portfolio, value $3,453,944.

    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 122,693 shares
    Change vs previous 13F +885 shares

    0.93% of the 13F portfolio, value $3,226,826.

    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 121,808 shares
    Change vs previous 13F +6,531 shares

    0.93% of the 13F portfolio, value $2,989,172.

    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 115,277 shares
    Change vs previous 13F +14,907 shares

    0.91% of the 13F portfolio, value $2,721,693.

    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 100,370 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,376,751.

    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).