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RFG - Bristol Wealth Advisors, LLC: RWL position timeline

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

RFG - Bristol Wealth Advisors, LLC held 10,252 RWL 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 10,252 shares
    Change vs previous 13F +220 shares

    0.31% of the 13F portfolio, value $1,319,190.

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

  2. period ended2026-06-30
    13F 10,032 shares
    Change vs previous 13F -129 shares

    0.31% of the 13F portfolio, value $1,281,668.

    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 10,161 shares
    Change vs previous 13F -12,422 shares

    0.32% of the 13F portfolio, value $1,167,571.

    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 22,583 shares
    Change vs previous 13F -1,661 shares

    0.72% of the 13F portfolio, value $2,585,764.

    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 24,244 shares
    Change vs previous 13F -100,925 shares

    0.77% of the 13F portfolio, value $2,682,885.

    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 125,169 shares
    Change vs previous 13F +6,153 shares

    4.05% of the 13F portfolio, value $13,053,836.

    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 119,016 shares
    Change vs previous 13F +19,318 shares

    3.96% of the 13F portfolio, value $11,823,001.

    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 99,698 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $9,762,459.

    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).