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RFG - Bristol Wealth Advisors, LLC: IGV position timeline

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

RFG - Bristol Wealth Advisors, LLC held 4,981 IGV 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 4,981 shares
    Change vs previous 13F -527 shares

    0.13% of the 13F portfolio, value $530,376.

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

  2. period ended2026-06-30
    13F 5,508 shares
    Change vs previous 13F -211 shares

    0.12% of the 13F portfolio, value $499,064.

    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 5,719 shares
    Change vs previous 13F -4,163 shares

    0.12% of the 13F portfolio, value $457,806.

    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 9,882 shares
    Change vs previous 13F -2,790 shares

    0.29% of the 13F portfolio, value $1,044,429.

    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 12,672 shares
    Change vs previous 13F -584 shares

    0.42% of the 13F portfolio, value $1,457,407.

    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 13,256 shares
    Change vs previous 13F -921 shares

    0.45% of the 13F portfolio, value $1,451,532.

    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 14,177 shares
    Change vs previous 13F -1,089 shares

    0.42% of the 13F portfolio, value $1,261,611.

    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 15,266 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,528,432.

    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).