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Disclosery

Realta Investment Advisors: IVV position timeline

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

Realta Investment Advisors held 2,958 IVV 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 2,958 shares
    Change vs previous 13F +110 shares

    0.66% of the 13F portfolio, value $2,265,749.

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

  2. period ended2026-06-30
    13F 2,848 shares
    Change vs previous 13F -236 shares

    0.66% of the 13F portfolio, value $2,133,143.

    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 3,084 shares
    Change vs previous 13F -6 shares

    0.7% of the 13F portfolio, value $2,014,528.

    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 3,090 shares
    Change vs previous 13F -102 shares

    0.7% of the 13F portfolio, value $2,116,449.

    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 3,192 shares
    Change vs previous 13F -30 shares

    0.71% of the 13F portfolio, value $2,136,333.

    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 3,222 shares
    Change vs previous 13F -297 shares

    0.79% of the 13F portfolio, value $2,000,427.

    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 3,519 shares
    Change vs previous 13F -282 shares

    0.9% of the 13F portfolio, value $1,977,175.

    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 3,801 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,259,901.

    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).