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RFG - Bristol Wealth Advisors, LLC: VCSH position timeline

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

RFG - Bristol Wealth Advisors, LLC held 7,201 VCSH 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 7,201 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $556,309.

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

  2. period ended2026-06-30
    13F 7,201 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $569,074.

    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 7,146 shares
    Change vs previous 13F +138 shares

    0.15% of the 13F portfolio, value $566,441.

    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 7,008 shares
    Change vs previous 13F -421 shares

    0.16% of the 13F portfolio, value $558,754.

    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 7,429 shares
    Change vs previous 13F -78,027 shares

    0.17% of the 13F portfolio, value $593,825.

    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 85,456 shares
    Change vs previous 13F +11,686 shares

    2.11% of the 13F portfolio, value $6,793,723.

    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 73,770 shares
    Change vs previous 13F -23,781 shares

    1.95% of the 13F portfolio, value $5,823,386.

    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 97,551 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $7,609,954.

    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).