Skip to content
Disclosery

Realta Investment Advisors: SHYG position timeline

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

Realta Investment Advisors held 8,145 SHYG 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 8,145 shares
    Change vs previous 13F +6,075 shares

    0.1% of the 13F portfolio, value $335,981.

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

  2. period ended2026-06-30
    13F 2,070 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $87,789.

    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 1,935 shares
    Change vs previous 13F -210 shares

    0.03% of the 13F portfolio, value $81,870.

    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 2,145 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $91,956.

    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 2,145 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $92,879.

    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 1,645 shares
    Change vs previous 13F -1,865 shares

    0.03% of the 13F portfolio, value $70,965.

    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 3,510 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $149,245.

    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).