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Disclosery

Realta Investment Advisors: IWF position timeline

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

Realta Investment Advisors held 12,492 IWF 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 12,492 shares
    Change vs previous 13F -262 shares

    0.46% of the 13F portfolio, value $1,564,703.

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

  2. period ended2026-06-30
    13F 12,754 shares
    Change vs previous 13F +9,871 shares

    0.49% of the 13F portfolio, value $1,583,620.

    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 2,883 shares
    Change vs previous 13F -74 shares

    0.43% of the 13F portfolio, value $1,229,374.

    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 2,957 shares
    Change vs previous 13F +134 shares

    0.46% of the 13F portfolio, value $1,399,617.

    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 2,823 shares
    Change vs previous 13F -317 shares

    0.44% of the 13F portfolio, value $1,322,390.

    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 3,140 shares
    Change vs previous 13F -225 shares

    0.53% of the 13F portfolio, value $1,333,243.

    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 3,365 shares
    Change vs previous 13F +677 shares

    0.55% of the 13F portfolio, value $1,215,121.

    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 2,688 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,094,607.

    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).