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Disclosery

Realta Investment Advisors: VLUE position timeline

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

Realta Investment Advisors held 692 VLUE 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 692 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $137,016.

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

  2. period ended2026-06-30
    13F 717 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $143,264.

    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 717 shares
    Change vs previous 13F -27 shares

    0.04% of the 13F portfolio, value $101,950.

    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 744 shares
    Change vs previous 13F -500 shares

    0.03% of the 13F portfolio, value $101,727.

    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 1,244 shares
    Change vs previous 13F -250 shares

    0.05% of the 13F portfolio, value $155,562.

    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 1,494 shares
    Change vs previous 13F -35 shares

    0.07% of the 13F portfolio, value $169,136.

    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 1,529 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $163,079.

    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 1,494 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $159,111.

    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).