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RFG - Bristol Wealth Advisors, LLC: SPYV position timeline

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

RFG - Bristol Wealth Advisors, LLC held 100,757 SPYV 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 100,757 shares
    Change vs previous 13F -3 shares

    1.47% of the 13F portfolio, value $6,159,302.

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

  2. period ended2026-06-30
    13F 100,760 shares
    Change vs previous 13F +1,661 shares

    1.48% of the 13F portfolio, value $6,125,173.

    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 99,099 shares
    Change vs previous 13F +8,016 shares

    1.51% of the 13F portfolio, value $5,607,012.

    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 91,083 shares
    Change vs previous 13F +5,942 shares

    1.44% of the 13F portfolio, value $5,174,424.

    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 85,141 shares
    Change vs previous 13F +2 shares

    1.36% of the 13F portfolio, value $4,710,826.

    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 85,139 shares
    Change vs previous 13F +13,239 shares

    1.38% of the 13F portfolio, value $4,456,165.

    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 71,900 shares
    Change vs previous 13F +6,204 shares

    1.23% of the 13F portfolio, value $3,671,908.

    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 65,696 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,359,674.

    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).