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Disclosery

Realta Investment Advisors: VGT position timeline

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

Realta Investment Advisors held 59,727 VGT 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 59,727 shares
    Change vs previous 13F +1,202 shares

    2.19% of the 13F portfolio, value $7,505,934.

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

  2. period ended2026-06-30
    13F 58,525 shares
    Change vs previous 13F +51,995 shares

    2.17% of the 13F portfolio, value $6,994,903.

    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 6,530 shares
    Change vs previous 13F -1,652 shares

    1.58% of the 13F portfolio, value $4,555,934.

    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 8,182 shares
    Change vs previous 13F +257 shares

    2.03% of the 13F portfolio, value $6,167,193.

    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 7,925 shares
    Change vs previous 13F +469 shares

    1.98% of the 13F portfolio, value $5,916,767.

    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 7,456 shares
    Change vs previous 13F +1,535 shares

    1.95% of the 13F portfolio, value $4,945,543.

    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 5,921 shares
    Change vs previous 13F +325 shares

    1.46% of the 13F portfolio, value $3,211,165.

    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 5,596 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,541,771.

    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).