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Disclosery

Realta Investment Advisors: BNY position timeline

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

Realta Investment Advisors held 9,989 BNY 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 9,989 shares
    Change vs previous 13F +95 shares

    0.42% of the 13F portfolio, value $1,444,709.

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

  2. period ended2026-06-30
    13F 9,894 shares
    Change vs previous 13F +300 shares

    0.44% of the 13F portfolio, value $1,430,771.

    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 9,594 shares
    Change vs previous 13F +625 shares

    0.39% of the 13F portfolio, value $1,138,136.

    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 8,969 shares
    Change vs previous 13F +1,022 shares

    0.34% of the 13F portfolio, value $1,041,211.

    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 7,947 shares
    Change vs previous 13F +883 shares

    0.29% of the 13F portfolio, value $865,905.

    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 7,064 shares
    Change vs previous 13F -37 shares

    0.25% of the 13F portfolio, value $643,601.

    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 7,101 shares
    Change vs previous 13F +936 shares

    0.27% of the 13F portfolio, value $595,561.

    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 6,165 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $474,273.

    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).