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Realta Investment Advisors: SPLV position timeline

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

Realta Investment Advisors held 594 SPLV 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 594 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $41,895.

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

  2. period ended2026-06-30
    13F 600 shares
    Change vs previous 13F -1,776 shares

    0.01% of the 13F portfolio, value $44,920.

    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 2,376 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $173,804.

    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 2,421 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $172,902.

    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 2,570 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $188,809.

    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 2,718 shares
    Change vs previous 13F -81 shares

    0.08% of the 13F portfolio, value $197,939.

    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 2,799 shares
    Change vs previous 13F -89 shares

    0.1% of the 13F portfolio, value $209,138.

    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 2,888 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $202,338.

    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).