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RFG - Bristol Wealth Advisors, LLC: RJF position timeline

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

RFG - Bristol Wealth Advisors, LLC held 7,289 RJF 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 7,289 shares
    Change vs previous 13F -43 shares

    0.27% of the 13F portfolio, value $1,151,824.

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

  2. period ended2026-06-30
    13F 7,332 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $1,114,727.

    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 7,339 shares
    Change vs previous 13F -189 shares

    0.29% of the 13F portfolio, value $1,062,552.

    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 7,528 shares
    Change vs previous 13F -1,334 shares

    0.34% of the 13F portfolio, value $1,208,955.

    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 8,862 shares
    Change vs previous 13F -212 shares

    0.44% of the 13F portfolio, value $1,529,558.

    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 9,074 shares
    Change vs previous 13F -443 shares

    0.43% of the 13F portfolio, value $1,391,741.

    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 9,517 shares
    Change vs previous 13F -279 shares

    0.44% of the 13F portfolio, value $1,322,004.

    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 9,796 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,521,652.

    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).