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Disclosery

Realta Investment Advisors: IEF position timeline

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

Realta Investment Advisors held 5,509 IEF 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 5,509 shares
    Change vs previous 13F +1,266 shares

    0.14% of the 13F portfolio, value $491,989.

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

  2. period ended2026-06-30
    13F 4,243 shares
    Change vs previous 13F -478 shares

    0.12% of the 13F portfolio, value $401,305.

    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 4,721 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $450,592.

    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 4,720 shares
    Change vs previous 13F -182 shares

    0.15% of the 13F portfolio, value $453,917.

    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 4,902 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $472,837.

    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 4,901 shares
    Change vs previous 13F -842 shares

    0.19% of the 13F portfolio, value $469,342.

    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 5,743 shares
    Change vs previous 13F -194 shares

    0.25% of the 13F portfolio, value $547,666.

    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 5,937 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $548,264.

    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).