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Realta Investment Advisors: MA position timeline

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

Realta Investment Advisors held 855 MA 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 855 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $471,507.

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

  2. period ended2026-06-30
    13F 799 shares
    Change vs previous 13F -88 shares

    0.13% of the 13F portfolio, value $410,513.

    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 887 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $443,325.

    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 873 shares
    Change vs previous 13F -47 shares

    0.16% of the 13F portfolio, value $498,506.

    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 920 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $523,419.

    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 918 shares
    Change vs previous 13F -26 shares

    0.2% of the 13F portfolio, value $515,861.

    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 944 shares
    Change vs previous 13F -224 shares

    0.24% of the 13F portfolio, value $517,508.

    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 1,168 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $608,948.

    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).