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Disclosery

Realta Investment Advisors: SDY position timeline

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

Realta Investment Advisors held 2,735 SDY 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 2,735 shares
    Change vs previous 13F -707 shares

    0.12% of the 13F portfolio, value $400,562.

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

  2. period ended2026-06-30
    13F 3,442 shares
    Change vs previous 13F +761 shares

    0.16% of the 13F portfolio, value $523,787.

    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 2,681 shares
    Change vs previous 13F -349 shares

    0.14% of the 13F portfolio, value $391,277.

    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 3,030 shares
    Change vs previous 13F +458 shares

    0.14% of the 13F portfolio, value $421,626.

    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 2,572 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $360,232.

    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 2,622 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $355,853.

    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 2,614 shares
    Change vs previous 13F -35 shares

    0.16% of the 13F portfolio, value $354,654.

    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 2,649 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $349,283.

    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).