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Realta Investment Advisors: SHOP position timeline

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

Realta Investment Advisors held 4,269 SHOP 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 4,269 shares
    Change vs previous 13F -2 shares

    0.18% of the 13F portfolio, value $633,093.

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

  2. period ended2026-06-30
    13F 4,271 shares
    Change vs previous 13F -22 shares

    0.15% of the 13F portfolio, value $487,663.

    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 4,293 shares
    Change vs previous 13F -31 shares

    0.18% of the 13F portfolio, value $509,236.

    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 4,324 shares
    Change vs previous 13F -114 shares

    0.23% of the 13F portfolio, value $696,034.

    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 4,438 shares
    Change vs previous 13F -144 shares

    0.22% of the 13F portfolio, value $659,531.

    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 4,582 shares
    Change vs previous 13F -183 shares

    0.21% of the 13F portfolio, value $528,534.

    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 4,765 shares
    Change vs previous 13F -120 shares

    0.21% of the 13F portfolio, value $454,962.

    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 4,885 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $533,686.

    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).