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Disclosery

Realta Investment Advisors: SGOV position timeline

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

Realta Investment Advisors held 29,083 SGOV 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 29,083 shares
    Change vs previous 13F +2,538 shares

    0.86% of the 13F portfolio, value $2,928,026.

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

  2. period ended2026-06-30
    13F 26,545 shares
    Change vs previous 13F +2,048 shares

    0.83% of the 13F portfolio, value $2,672,235.

    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 24,497 shares
    Change vs previous 13F +549 shares

    0.86% of the 13F portfolio, value $2,465,818.

    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 23,948 shares
    Change vs previous 13F -1,485 shares

    0.79% of the 13F portfolio, value $2,403,850.

    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 25,433 shares
    Change vs previous 13F +6,891 shares

    0.86% of the 13F portfolio, value $2,561,103.

    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 18,542 shares
    Change vs previous 13F -119 shares

    0.74% of the 13F portfolio, value $1,866,994.

    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 18,661 shares
    Change vs previous 13F -2,101 shares

    0.86% of the 13F portfolio, value $1,878,603.

    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 20,762 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,083,982.

    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).