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Disclosery

Realta Investment Advisors: QYLD position timeline

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

Realta Investment Advisors held 12,587 QYLD 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 12,587 shares
    Change vs previous 13F +667 shares

    0.07% of the 13F portfolio, value $233,498.

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

  2. period ended2026-06-30
    13F 11,920 shares
    Change vs previous 13F +829 shares

    0.07% of the 13F portfolio, value $219,680.

    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 11,091 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $190,209.

    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 11,048 shares
    Change vs previous 13F +2,241 shares

    0.06% of the 13F portfolio, value $195,219.

    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 8,807 shares
    Change vs previous 13F +1,746 shares

    0.05% of the 13F portfolio, value $149,801.

    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 7,061 shares
    Change vs previous 13F -301 shares

    0.05% of the 13F portfolio, value $118,062.

    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 7,362 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $122,429.

    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 7,462 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $137,222.

    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).