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Disclosery

Realta Investment Advisors: SPHD position timeline

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

Realta Investment Advisors held 8,235 SPHD 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 8,235 shares
    Change vs previous 13F -316 shares

    0.12% of the 13F portfolio, value $396,765.

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

  2. period ended2026-06-30
    13F 8,551 shares
    Change vs previous 13F +607 shares

    0.14% of the 13F portfolio, value $434,720.

    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 7,944 shares
    Change vs previous 13F -192 shares

    0.14% of the 13F portfolio, value $394,091.

    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 8,136 shares
    Change vs previous 13F +111 shares

    0.13% of the 13F portfolio, value $390,517.

    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 8,025 shares
    Change vs previous 13F -978 shares

    0.13% of the 13F portfolio, value $396,840.

    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 9,003 shares
    Change vs previous 13F +82 shares

    0.17% of the 13F portfolio, value $428,167.

    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 8,921 shares
    Change vs previous 13F +447 shares

    0.2% of the 13F portfolio, value $448,097.

    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 8,474 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $411,260.

    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).