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RFG - Bristol Wealth Advisors, LLC → WBI
RFG - Bristol Wealth Advisors, LLC WBI Position History
WaterBridge Infrastructure LLC • Utilities
Quarters held
3
Latest value
$390K
Q3 2026
Peak value
$421K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $201K |
| Q2 2026 | $421K |
| Q3 2026 | $390K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $390K | 13.9K | — | — |
| Q2 2026 | $421K | 12.3K | — | — |
| Q1 2026 | $201K | 7.5K | — | — |