Skip to content
Disclosery

Realta Investment Advisors: SHV position timeline

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

Realta Investment Advisors held 23,478 SHV 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 23,478 shares
    Change vs previous 13F +1,009 shares

    0.76% of the 13F portfolio, value $2,590,038.

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

  2. period ended2026-06-30
    13F 22,469 shares
    Change vs previous 13F +1,795 shares

    0.77% of the 13F portfolio, value $2,479,399.

    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 20,674 shares
    Change vs previous 13F +559 shares

    0.79% of the 13F portfolio, value $2,282,148.

    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 20,115 shares
    Change vs previous 13F +201 shares

    0.73% of the 13F portfolio, value $2,215,612.

    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 19,914 shares
    Change vs previous 13F +2,776 shares

    0.74% of the 13F portfolio, value $2,200,298.

    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 17,138 shares
    Change vs previous 13F +2,428 shares

    0.75% of the 13F portfolio, value $1,892,378.

    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 14,710 shares
    Change vs previous 13F -819 shares

    0.74% of the 13F portfolio, value $1,624,867.

    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 15,529 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,710,564.

    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).