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ALLIUM FINANCIAL ADVISORS, LLC: RLTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLIUM FINANCIAL ADVISORS, LLC on RLTY, newest first. How the timeline and the estimate are built.

ALLIUM FINANCIAL ADVISORS, LLC held 24,493 RLTY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,493 shares
    Change vs previous 13F +439 shares

    0.25% of the 13F portfolio, value $385,518.

    13F-HR 0001420506-26-001599 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,054 shares
    Change vs previous 13F +10,408 shares

    0.28% of the 13F portfolio, value $349,752.

    13F-HR 0001420506-26-000827 filed by ALLIUM FINANCIAL 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 ended2025-12-31
    13F 13,646 shares
    Change vs previous 13F +226 shares

    0.16% of the 13F portfolio, value $200,595.

    13F-HR 0001420506-26-000206 filed by ALLIUM FINANCIAL 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 ended2025-09-30
    13F 13,420 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $205,063.

    13F-HR 0001420506-25-003368 filed by ALLIUM FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).