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RFG - Bristol Wealth Advisors, LLC: SHW position timeline

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

RFG - Bristol Wealth Advisors, LLC held 1,105 SHW 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 1,105 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $357,190.

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

  2. period ended2026-06-30
    13F 1,102 shares
    Change vs previous 13F -208 shares

    0.09% of the 13F portfolio, value $379,509.

    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 1,310 shares
    Change vs previous 13F -626 shares

    0.11% of the 13F portfolio, value $419,852.

    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 1,936 shares
    Change vs previous 13F -561 shares

    0.17% of the 13F portfolio, value $627,311.

    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 2,497 shares
    Change vs previous 13F -573 shares

    0.25% of the 13F portfolio, value $864,535.

    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 3,070 shares
    Change vs previous 13F -91 shares

    0.33% of the 13F portfolio, value $1,054,161.

    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 3,161 shares
    Change vs previous 13F -1,233 shares

    0.37% of the 13F portfolio, value $1,103,952.

    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 4,394 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,493,623.

    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).