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RFG - Bristol Wealth Advisors, LLC: LLY position timeline

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

RFG - Bristol Wealth Advisors, LLC held 912 LLY 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 912 shares
    Change vs previous 13F +7 shares

    0.25% of the 13F portfolio, value $1,055,581.

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

  2. period ended2026-06-30
    13F 905 shares
    Change vs previous 13F -23 shares

    0.26% of the 13F portfolio, value $1,085,721.

    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 928 shares
    Change vs previous 13F -19 shares

    0.23% of the 13F portfolio, value $853,303.

    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 947 shares
    Change vs previous 13F -1,490 shares

    0.28% of the 13F portfolio, value $1,017,559.

    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 2,437 shares
    Change vs previous 13F -349 shares

    0.54% of the 13F portfolio, value $1,859,679.

    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 2,786 shares
    Change vs previous 13F -271 shares

    0.67% of the 13F portfolio, value $2,172,140.

    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 3,057 shares
    Change vs previous 13F +374 shares

    0.85% of the 13F portfolio, value $2,524,799.

    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 2,683 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,071,343.

    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).