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Disclosery

Realta Investment Advisors: SPY position timeline

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

Realta Investment Advisors held 5,412 SPY 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 5,412 shares
    Change vs previous 13F -40 shares

    1.21% of the 13F portfolio, value $4,127,471.

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

  2. period ended2026-06-30
    13F 5,452 shares
    Change vs previous 13F +1,223 shares

    1.27% of the 13F portfolio, value $4,071,356.

    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 4,229 shares
    Change vs previous 13F -402 shares

    0.95% of the 13F portfolio, value $2,750,233.

    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 4,631 shares
    Change vs previous 13F -758 shares

    1.04% of the 13F portfolio, value $3,158,000.

    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 5,389 shares
    Change vs previous 13F +2,806 shares

    1.2% of the 13F portfolio, value $3,590,257.

    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 2,583 shares
    Change vs previous 13F -220 shares

    0.63% of the 13F portfolio, value $1,595,874.

    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 2,803 shares
    Change vs previous 13F -241 shares

    0.71% of the 13F portfolio, value $1,567,955.

    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 3,044 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,801,798.

    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).