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Disclosery

Realta Investment Advisors: IVE position timeline

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

Realta Investment Advisors held 2,348 IVE 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 2,348 shares
    Change vs previous 13F +1,257 shares

    0.16% of the 13F portfolio, value $536,061.

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

  2. period ended2026-06-30
    13F 1,091 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $247,775.

    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 1,155 shares
    Change vs previous 13F -55 shares

    0.08% of the 13F portfolio, value $243,934.

    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 1,210 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $256,645.

    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 1,206 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $249,045.

    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 1,274 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $249,001.

    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 1,380 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $263,077.

    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 1,322 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $252,834.

    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).