Skip to content
Disclosery

Realta Investment Advisors: USMV position timeline

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

Realta Investment Advisors held 3,081 USMV 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 3,081 shares
    Change vs previous 13F +143 shares

    0.09% of the 13F portfolio, value $300,213.

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

  2. period ended2026-06-30
    13F 2,938 shares
    Change vs previous 13F +800 shares

    0.09% of the 13F portfolio, value $283,399.

    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 2,138 shares
    Change vs previous 13F -1,420 shares

    0.07% of the 13F portfolio, value $198,278.

    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 3,558 shares
    Change vs previous 13F +750 shares

    0.11% of the 13F portfolio, value $335,021.

    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 2,808 shares
    Change vs previous 13F +280 shares

    0.09% of the 13F portfolio, value $267,153.

    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 2,528 shares
    Change vs previous 13F +1,000 shares

    0.09% of the 13F portfolio, value $237,303.

    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 1,528 shares
    Change vs previous 13F +320 shares

    0.07% of the 13F portfolio, value $143,112.

    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 1,208 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $107,633.

    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).