Skip to content
Disclosery

RFG - Bristol Wealth Advisors, LLC: VTIP position timeline

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

RFG - Bristol Wealth Advisors, LLC held 43,406 VTIP 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 43,406 shares
    Change vs previous 13F +2,510 shares

    0.51% of the 13F portfolio, value $2,136,451.

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

  2. period ended2026-06-30
    13F 40,896 shares
    Change vs previous 13F -940 shares

    0.5% of the 13F portfolio, value $2,054,216.

    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 41,836 shares
    Change vs previous 13F -1,758 shares

    0.56% of the 13F portfolio, value $2,089,721.

    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 43,594 shares
    Change vs previous 13F +699 shares

    0.6% of the 13F portfolio, value $2,156,172.

    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 42,895 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,171,774.

    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).