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Realta Investment Advisors: FCVT position timeline

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

Realta Investment Advisors held 1 FCVT 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 1 shares
    Change vs previous 13F -9,843 shares

    <0.01% of the 13F portfolio, value $65.

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

  2. period ended2026-06-30
    13F 9,844 shares
    Change vs previous 13F +2,501 shares

    0.16% of the 13F portfolio, value $529,379.

    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 7,343 shares
    Change vs previous 13F +170 shares

    0.11% of the 13F portfolio, value $324,403.

    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 7,173 shares
    Change vs previous 13F -90 shares

    0.1% of the 13F portfolio, value $308,698.

    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 7,263 shares
    Change vs previous 13F +7,263 shares

    0.1% of the 13F portfolio, value $310,612.

    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 0 shares
    Change vs previous 13F -1 shares

    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).

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

  7. period ended2025-03-31
    13F 1 shares
    Change vs previous 13F -7,275 shares

    <0.01% of the 13F portfolio, value $38.

    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 7,276 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $270,465.

    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).