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Disclosery

RATIONAL ADVISORS, INC.: SPOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RATIONAL ADVISORS, INC. on SPOT, newest first. How the timeline and the estimate are built.

RATIONAL ADVISORS, INC. held 2,370 SPOT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,370 shares
    Change vs previous 13F -2,900 shares

    0.1% of the 13F portfolio, value $1,088,138.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 5,270 shares
    Change vs previous 13F -5 shares

    0.26% of the 13F portfolio, value $2,555,476.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 5,275 shares
    Change vs previous 13F +500 shares

    0.31% of the 13F portfolio, value $3,063,245.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 4,775 shares
    Change vs previous 13F -150 shares

    0.33% of the 13F portfolio, value $3,332,950.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,925 shares
    Change vs previous 13F -1,000 shares

    0.37% of the 13F portfolio, value $3,779,150.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,925 shares
    Change vs previous 13F +5,925 shares

    0.33% of the 13F portfolio, value $3,258,928.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.