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RFG - Bristol Wealth Advisors, LLC: SPY position timeline

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

RFG - Bristol Wealth Advisors, LLC held 2,281 SPY 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 2,281 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,739,801.

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

  2. period ended2026-06-30
    13F 2,276 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,699,695.

    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 2,271 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $1,476,872.

    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 2,255 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $1,537,780.

    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 2,253 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $1,501,062.

    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 2,251 shares
    Change vs previous 13F +1,275 shares

    0.43% of the 13F portfolio, value $1,391,001.

    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 976 shares
    Change vs previous 13F +151 shares

    0.18% of the 13F portfolio, value $545,714.

    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 825 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $483,270.

    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).