RFG - Bristol Wealth Advisors, LLC
Holdings in CZWI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,656,369 | 92,950 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,429,426 | 88,950 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,227,510 | 88,950 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,301,174 | 90,485 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $1,449,321 | 88,970 | Shares | Sole | 2025-02-12 |