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RFG - Bristol Wealth Advisors, LLC: WELL position timeline

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

RFG - Bristol Wealth Advisors, LLC held 5,632 WELL 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 5,632 shares
    Change vs previous 13F -187 shares

    0.31% of the 13F portfolio, value $1,296,602.

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

  2. period ended2026-06-30
    13F 5,819 shares
    Change vs previous 13F -2,288 shares

    0.32% of the 13F portfolio, value $1,320,642.

    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 8,107 shares
    Change vs previous 13F +52 shares

    0.43% of the 13F portfolio, value $1,602,867.

    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 8,055 shares
    Change vs previous 13F -295 shares

    0.42% of the 13F portfolio, value $1,495,102.

    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 8,350 shares
    Change vs previous 13F -906 shares

    0.43% of the 13F portfolio, value $1,487,488.

    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 9,256 shares
    Change vs previous 13F -280 shares

    0.44% of the 13F portfolio, value $1,422,890.

    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 9,536 shares
    Change vs previous 13F -123 shares

    0.49% of the 13F portfolio, value $1,461,067.

    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 9,659 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,217,282.

    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).