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RFG - Bristol Wealth Advisors, LLC: IGPT position timeline

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

RFG - Bristol Wealth Advisors, LLC held 11,132 IGPT 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 11,132 shares
    Change vs previous 13F -261 shares

    0.27% of the 13F portfolio, value $1,132,036.

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

  2. period ended2026-06-30
    13F 11,393 shares
    Change vs previous 13F -394 shares

    0.29% of the 13F portfolio, value $1,186,035.

    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 11,787 shares
    Change vs previous 13F -2,487 shares

    0.18% of the 13F portfolio, value $684,413.

    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 14,274 shares
    Change vs previous 13F -177 shares

    0.24% of the 13F portfolio, value $848,848.

    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 14,451 shares
    Change vs previous 13F -4,631 shares

    0.23% of the 13F portfolio, value $780,782.

    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 19,082 shares
    Change vs previous 13F +9,400 shares

    0.29% of the 13F portfolio, value $937,807.

    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 9,682 shares
    Change vs previous 13F -197,272 shares

    0.13% of the 13F portfolio, value $392,024.

    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 206,954 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $9,360,529.

    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).