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Disclosery

Realta Investment Advisors: VIG position timeline

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

Realta Investment Advisors held 9,505 VIG 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 9,505 shares
    Change vs previous 13F +329 shares

    0.65% of the 13F portfolio, value $2,217,705.

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

  2. period ended2026-06-30
    13F 9,176 shares
    Change vs previous 13F +358 shares

    0.67% of the 13F portfolio, value $2,171,338.

    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 8,818 shares
    Change vs previous 13F +351 shares

    0.66% of the 13F portfolio, value $1,896,376.

    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 8,467 shares
    Change vs previous 13F -7 shares

    0.61% of the 13F portfolio, value $1,860,904.

    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 8,474 shares
    Change vs previous 13F -557 shares

    0.61% of the 13F portfolio, value $1,828,702.

    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 9,031 shares
    Change vs previous 13F -17 shares

    0.73% of the 13F portfolio, value $1,848,476.

    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 9,048 shares
    Change vs previous 13F +1,079 shares

    0.8% of the 13F portfolio, value $1,755,318.

    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 7,969 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,563,355.

    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).