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Disclosery

Realta Investment Advisors: QQQ position timeline

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

Realta Investment Advisors held 8,817 QQQ 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 8,817 shares
    Change vs previous 13F +281 shares

    1.91% of the 13F portfolio, value $6,522,552.

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

  2. period ended2026-06-30
    13F 8,536 shares
    Change vs previous 13F -231 shares

    1.95% of the 13F portfolio, value $6,285,910.

    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 8,767 shares
    Change vs previous 13F -706 shares

    1.76% of the 13F portfolio, value $5,060,137.

    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 9,473 shares
    Change vs previous 13F +543 shares

    1.91% of the 13F portfolio, value $5,819,359.

    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 8,930 shares
    Change vs previous 13F +243 shares

    1.79% of the 13F portfolio, value $5,361,394.

    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 8,687 shares
    Change vs previous 13F +413 shares

    1.89% of the 13F portfolio, value $4,792,139.

    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 8,274 shares
    Change vs previous 13F -837 shares

    1.77% of the 13F portfolio, value $3,879,718.

    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 9,111 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $4,724,887.

    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).