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Disclosery

Realta Investment Advisors: SHY position timeline

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

Realta Investment Advisors held 27,473 SHY 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 27,473 shares
    Change vs previous 13F +990 shares

    0.65% of the 13F portfolio, value $2,230,799.

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

  2. period ended2026-06-30
    13F 26,483 shares
    Change vs previous 13F +1,773 shares

    0.68% of the 13F portfolio, value $2,174,539.

    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 24,710 shares
    Change vs previous 13F +599 shares

    0.71% of the 13F portfolio, value $2,040,271.

    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 24,111 shares
    Change vs previous 13F +427 shares

    0.66% of the 13F portfolio, value $1,996,888.

    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 23,684 shares
    Change vs previous 13F +4,822 shares

    0.66% of the 13F portfolio, value $1,964,849.

    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 18,862 shares
    Change vs previous 13F +2,222 shares

    0.62% of the 13F portfolio, value $1,562,873.

    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 16,640 shares
    Change vs previous 13F -2,429 shares

    0.63% of the 13F portfolio, value $1,376,621.

    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 19,069 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,562,934.

    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).