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Disclosery

Realta Investment Advisors: SPYV position timeline

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

Realta Investment Advisors held 8,995 SPYV 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 8,995 shares
    Change vs previous 13F -641 shares

    0.16% of the 13F portfolio, value $549,877.

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

  2. period ended2026-06-30
    13F 9,636 shares
    Change vs previous 13F -1,243 shares

    0.18% of the 13F portfolio, value $585,799.

    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 10,879 shares
    Change vs previous 13F +276 shares

    0.21% of the 13F portfolio, value $615,559.

    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 10,603 shares
    Change vs previous 13F -957 shares

    0.2% of the 13F portfolio, value $602,383.

    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 11,560 shares
    Change vs previous 13F -719 shares

    0.21% of the 13F portfolio, value $639,615.

    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 12,279 shares
    Change vs previous 13F +5,689 shares

    0.25% of the 13F portfolio, value $642,700.

    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 6,590 shares
    Change vs previous 13F +1,517 shares

    0.15% of the 13F portfolio, value $336,558.

    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 5,073 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $260,348.

    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).