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RFG - Bristol Wealth Advisors, LLC: MSFT position timeline

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

RFG - Bristol Wealth Advisors, LLC held 18,565 MSFT 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 18,565 shares
    Change vs previous 13F -934 shares

    2.27% of the 13F portfolio, value $9,522,195.

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

  2. period ended2026-06-30
    13F 19,499 shares
    Change vs previous 13F -558 shares

    1.76% of the 13F portfolio, value $7,273,620.

    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 20,057 shares
    Change vs previous 13F -283 shares

    2% of the 13F portfolio, value $7,424,498.

    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 20,340 shares
    Change vs previous 13F -183 shares

    2.74% of the 13F portfolio, value $9,837,060.

    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 20,523 shares
    Change vs previous 13F -299 shares

    3.07% of the 13F portfolio, value $10,630,057.

    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 20,822 shares
    Change vs previous 13F -928 shares

    3.21% of the 13F portfolio, value $10,357,284.

    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 21,750 shares
    Change vs previous 13F -1,167 shares

    2.74% of the 13F portfolio, value $8,164,830.

    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 22,917 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $9,659,398.

    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).