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Disclosery

Realta Investment Advisors: VOO position timeline

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

Realta Investment Advisors held 5,727 VOO 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 5,727 shares
    Change vs previous 13F +24 shares

    1.17% of the 13F portfolio, value $4,013,976.

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

  2. period ended2026-06-30
    13F 5,703 shares
    Change vs previous 13F +1,519 shares

    1.22% of the 13F portfolio, value $3,917,113.

    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 4,184 shares
    Change vs previous 13F -1,379 shares

    0.87% of the 13F portfolio, value $2,500,246.

    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 5,563 shares
    Change vs previous 13F +295 shares

    1.15% of the 13F portfolio, value $3,488,892.

    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 5,268 shares
    Change vs previous 13F +1,130 shares

    1.08% of the 13F portfolio, value $3,225,887.

    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 4,138 shares
    Change vs previous 13F +612 shares

    0.93% of the 13F portfolio, value $2,350,465.

    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 3,526 shares
    Change vs previous 13F +121 shares

    0.83% of the 13F portfolio, value $1,811,789.

    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 3,405 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,853,704.

    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).