Skip to content
Disclosery

Realta Investment Advisors: IWM position timeline

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

Realta Investment Advisors held 4,364 IWM 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 4,364 shares
    Change vs previous 13F -53 shares

    0.35% of the 13F portfolio, value $1,212,798.

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

  2. period ended2026-06-30
    13F 4,417 shares
    Change vs previous 13F -401 shares

    0.41% of the 13F portfolio, value $1,327,055.

    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 4,818 shares
    Change vs previous 13F +22 shares

    0.41% of the 13F portfolio, value $1,194,975.

    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 4,796 shares
    Change vs previous 13F -2 shares

    0.39% of the 13F portfolio, value $1,180,592.

    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 4,798 shares
    Change vs previous 13F +497 shares

    0.39% of the 13F portfolio, value $1,160,991.

    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 4,301 shares
    Change vs previous 13F -816 shares

    0.37% of the 13F portfolio, value $928,073.

    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 5,117 shares
    Change vs previous 13F -1,936 shares

    0.47% of the 13F portfolio, value $1,020,722.

    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 7,053 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,582,980.

    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).