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RFG - Bristol Wealth Advisors, LLC: VRT position timeline

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

RFG - Bristol Wealth Advisors, LLC held 4,306 VRT 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 4,306 shares
    Change vs previous 13F +70 shares

    0.25% of the 13F portfolio, value $1,039,027.

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

  2. period ended2026-06-30
    13F 4,236 shares
    Change vs previous 13F -81 shares

    0.34% of the 13F portfolio, value $1,418,173.

    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 4,317 shares
    Change vs previous 13F -351 shares

    0.29% of the 13F portfolio, value $1,081,728.

    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 4,668 shares
    Change vs previous 13F +352 shares

    0.21% of the 13F portfolio, value $756,248.

    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 4,316 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $651,158.

    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 4,315 shares
    Change vs previous 13F -6,768 shares

    0.17% of the 13F portfolio, value $554,116.

    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 11,083 shares
    Change vs previous 13F +1,450 shares

    0.27% of the 13F portfolio, value $800,179.

    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 9,633 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,094,417.

    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).