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RFG - Bristol Wealth Advisors, LLC: RDVY position timeline

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

RFG - Bristol Wealth Advisors, LLC held 89,171 RDVY 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 89,171 shares
    Change vs previous 13F +7,783 shares

    1.66% of the 13F portfolio, value $6,981,174.

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

  2. period ended2026-06-30
    13F 81,388 shares
    Change vs previous 13F +2,397 shares

    1.59% of the 13F portfolio, value $6,597,338.

    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 78,991 shares
    Change vs previous 13F +22,870 shares

    1.46% of the 13F portfolio, value $5,393,510.

    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 56,121 shares
    Change vs previous 13F +1,436 shares

    1.09% of the 13F portfolio, value $3,898,702.

    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 54,685 shares
    Change vs previous 13F -3,262 shares

    1.06% of the 13F portfolio, value $3,678,120.

    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 57,947 shares
    Change vs previous 13F +5,962 shares

    1.13% of the 13F portfolio, value $3,635,575.

    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 51,985 shares
    Change vs previous 13F +21,802 shares

    1.02% of the 13F portfolio, value $3,043,183.

    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 30,183 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,785,010.

    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).