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RFG - Bristol Wealth Advisors, LLC: IUSG position timeline

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

RFG - Bristol Wealth Advisors, LLC held 11,712 IUSG 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 11,712 shares
    Change vs previous 13F -432 shares

    0.54% of the 13F portfolio, value $2,269,253.

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

  2. period ended2026-06-30
    13F 12,144 shares
    Change vs previous 13F -400 shares

    0.55% of the 13F portfolio, value $2,284,195.

    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 12,544 shares
    Change vs previous 13F -12,492 shares

    0.52% of the 13F portfolio, value $1,945,637.

    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 25,036 shares
    Change vs previous 13F -1,108 shares

    1.17% of the 13F portfolio, value $4,204,462.

    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 26,144 shares
    Change vs previous 13F -68,202 shares

    1.24% of the 13F portfolio, value $4,301,778.

    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 94,346 shares
    Change vs previous 13F +3,015 shares

    4.4% of the 13F portfolio, value $14,189,641.

    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 91,331 shares
    Change vs previous 13F -2,599 shares

    3.89% of the 13F portfolio, value $11,606,307.

    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 93,930 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $13,089,181.

    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).