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RFG - Bristol Wealth Advisors, LLC: IJH position timeline

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

RFG - Bristol Wealth Advisors, LLC held 204,261 IJH 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 204,261 shares
    Change vs previous 13F +7,006 shares

    3.5% of the 13F portfolio, value $14,696,606.

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

  2. period ended2026-06-30
    13F 197,255 shares
    Change vs previous 13F +3,282 shares

    3.68% of the 13F portfolio, value $15,210,341.

    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 193,973 shares
    Change vs previous 13F +20,246 shares

    3.53% of the 13F portfolio, value $13,098,985.

    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 173,727 shares
    Change vs previous 13F +8,658 shares

    3.19% of the 13F portfolio, value $11,466,000.

    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 165,069 shares
    Change vs previous 13F +161,176 shares

    3.11% of the 13F portfolio, value $10,772,387.

    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 3,893 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $241,444.

    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).