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Disclosery

RFG - Bristol Wealth Advisors, LLC: SPSB position timeline

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

RFG - Bristol Wealth Advisors, LLC held 10,642 SPSB 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 10,642 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $314,899.

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

  2. period ended2026-06-30
    13F 10,836 shares
    Change vs previous 13F -2,811 shares

    0.08% of the 13F portfolio, value $325,199.

    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 13,647 shares
    Change vs previous 13F -377 shares

    0.11% of the 13F portfolio, value $410,351.

    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 14,024 shares
    Change vs previous 13F +1,305 shares

    0.12% of the 13F portfolio, value $423,510.

    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 12,719 shares
    Change vs previous 13F -205,801 shares

    0.11% of the 13F portfolio, value $385,254.

    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 218,520 shares
    Change vs previous 13F +28,251 shares

    2.05% of the 13F portfolio, value $6,597,118.

    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 190,269 shares
    Change vs previous 13F -78,263 shares

    1.92% of the 13F portfolio, value $5,727,091.

    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 268,532 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $8,018,377.

    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).