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Disclosery

Realta Investment Advisors: IWS position timeline

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

Realta Investment Advisors held 881 IWS 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 881 shares
    Change vs previous 13F -88 shares

    0.04% of the 13F portfolio, value $141,680.

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

  2. period ended2026-06-30
    13F 969 shares
    Change vs previous 13F -159 shares

    0.05% of the 13F portfolio, value $159,578.

    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 1,128 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $164,331.

    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 1,066 shares
    Change vs previous 13F +345 shares

    0.05% of the 13F portfolio, value $150,414.

    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 721 shares
    Change vs previous 13F +278 shares

    0.03% of the 13F portfolio, value $100,664.

    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 443 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $58,509.

    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 961 shares
    Change vs previous 13F +163 shares

    0.06% of the 13F portfolio, value $121,120.

    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 798 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $104,018.

    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).