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Disclosery

Realta Investment Advisors: AG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Realta Investment Advisors on AG, newest first. How the timeline and the estimate are built.

Realta Investment Advisors held 431,602 AG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 431,602 shares
    Change vs previous 13F +15,006 shares

    2.23% of the 13F portfolio, value $7,635,032.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 416,596 shares
    Change vs previous 13F -293 shares

    2.2% of the 13F portfolio, value $7,065,472.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    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 416,889 shares
    Change vs previous 13F -182,920 shares

    3.11% of the 13F portfolio, value $8,954,784.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    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 599,809 shares
    Change vs previous 13F +24,113 shares

    3.28% of the 13F portfolio, value $9,992,813.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    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 575,696 shares
    Change vs previous 13F -32,316 shares

    2.37% of the 13F portfolio, value $7,075,298.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    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 608,012 shares
    Change vs previous 13F +98,562 shares

    1.99% of the 13F portfolio, value $5,028,259.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    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 509,450 shares
    Change vs previous 13F +11,724 shares

    1.55% of the 13F portfolio, value $3,408,221.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    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 497,726 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,881,832.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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