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Disclosery

Realta Investment Advisors: BUXX position timeline

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

Realta Investment Advisors held 0 BUXX 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 0 shares
    Change vs previous 13F -53,951 shares

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

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

  2. period ended2026-06-30
    13F 53,951 shares
    Change vs previous 13F +4,796 shares

    0.34% of the 13F portfolio, value $1,091,958.

    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 49,155 shares
    Change vs previous 13F +25,369 shares

    0.35% of the 13F portfolio, value $995,134.

    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 23,786 shares
    Change vs previous 13F +9,611 shares

    0.16% of the 13F portfolio, value $481,428.

    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 14,175 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $287,469.

    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 13,175 shares
    Change vs previous 13F +2,680 shares

    0.11% of the 13F portfolio, value $267,716.

    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 10,495 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $213,153.

    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).