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RFG - Bristol Wealth Advisors, LLC: SPDW position timeline

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

RFG - Bristol Wealth Advisors, LLC held 657,308 SPDW 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 657,308 shares
    Change vs previous 13F +27,673 shares

    7.86% of the 13F portfolio, value $33,003,450.

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

  2. period ended2026-06-30
    13F 629,635 shares
    Change vs previous 13F -6,365 shares

    7.67% of the 13F portfolio, value $31,727,296.

    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 636,000 shares
    Change vs previous 13F +25,866 shares

    7.83% of the 13F portfolio, value $29,033,413.

    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 610,134 shares
    Change vs previous 13F +2,438 shares

    7.55% of the 13F portfolio, value $27,096,064.

    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 607,696 shares
    Change vs previous 13F +203,664 shares

    7.51% of the 13F portfolio, value $26,003,313.

    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 404,032 shares
    Change vs previous 13F +107,663 shares

    5.07% of the 13F portfolio, value $16,359,242.

    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 296,369 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $10,790,795.

    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).