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Disclosery

Realta Investment Advisors: SPDW position timeline

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

Realta Investment Advisors held 33,935 SPDW 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 33,935 shares
    Change vs previous 13F -2,887 shares

    0.5% of the 13F portfolio, value $1,703,887.

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

  2. period ended2026-06-30
    13F 36,822 shares
    Change vs previous 13F -5,719 shares

    0.58% of the 13F portfolio, value $1,855,472.

    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 42,541 shares
    Change vs previous 13F +8,839 shares

    0.67% of the 13F portfolio, value $1,941,996.

    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 33,702 shares
    Change vs previous 13F +2,214 shares

    0.49% of the 13F portfolio, value $1,496,697.

    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 31,488 shares
    Change vs previous 13F +1,079 shares

    0.45% of the 13F portfolio, value $1,347,392.

    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 30,409 shares
    Change vs previous 13F -114 shares

    0.49% of the 13F portfolio, value $1,231,280.

    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 30,523 shares
    Change vs previous 13F +7,841 shares

    0.51% of the 13F portfolio, value $1,111,340.

    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 22,682 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $777,375.

    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).