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RFG - Bristol Wealth Advisors, LLC: TRV position timeline

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

RFG - Bristol Wealth Advisors, LLC held 4,534 TRV 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 4,534 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $1,616,438.

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

  2. period ended2026-06-30
    13F 4,520 shares
    Change vs previous 13F +14 shares

    0.36% of the 13F portfolio, value $1,492,161.

    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 4,506 shares
    Change vs previous 13F -214 shares

    0.35% of the 13F portfolio, value $1,314,298.

    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 4,720 shares
    Change vs previous 13F +14 shares

    0.38% of the 13F portfolio, value $1,369,201.

    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 4,706 shares
    Change vs previous 13F -339 shares

    0.38% of the 13F portfolio, value $1,314,097.

    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 5,045 shares
    Change vs previous 13F -649 shares

    0.42% of the 13F portfolio, value $1,349,782.

    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 5,694 shares
    Change vs previous 13F -537 shares

    0.5% of the 13F portfolio, value $1,505,848.

    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 6,231 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,501,017.

    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).