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Disclosery

Realta Investment Advisors: IDV position timeline

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

Realta Investment Advisors held 778 IDV 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 778 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $32,831.

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

  2. period ended2026-06-30
    13F 775 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $32,125.

    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 709 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $30,159.

    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 868 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $34,262.

    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 546 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $19,956.

    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 400 shares
    Change vs previous 13F -354 shares

    0.01% of the 13F portfolio, value $13,814.

    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 754 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $23,396.

    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 1,666 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $45,714.

    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).