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RFG - Bristol Wealth Advisors, LLC: IVV position timeline

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

RFG - Bristol Wealth Advisors, LLC held 67,230 IVV 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 67,230 shares
    Change vs previous 13F +1,888 shares

    12.26% of the 13F portfolio, value $51,487,774.

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

  2. period ended2026-06-30
    13F 65,342 shares
    Change vs previous 13F +338 shares

    11.83% of the 13F portfolio, value $48,933,704.

    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 65,004 shares
    Change vs previous 13F +2,190 shares

    11.46% of the 13F portfolio, value $42,461,416.

    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 62,814 shares
    Change vs previous 13F +2,598 shares

    11.98% of the 13F portfolio, value $43,023,908.

    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 60,216 shares
    Change vs previous 13F +21,845 shares

    11.64% of the 13F portfolio, value $40,302,896.

    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 38,371 shares
    Change vs previous 13F -6,160 shares

    7.39% of the 13F portfolio, value $23,824,244.

    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 44,531 shares
    Change vs previous 13F +1,488 shares

    8.38% of the 13F portfolio, value $25,021,702.

    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 43,043 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $25,338,847.

    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).