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Realta Investment Advisors: VTI position timeline

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

Realta Investment Advisors held 5,056 VTI 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 5,056 shares
    Change vs previous 13F -64 shares

    0.55% of the 13F portfolio, value $1,892,168.

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

  2. period ended2026-06-30
    13F 5,120 shares
    Change vs previous 13F -292 shares

    0.59% of the 13F portfolio, value $1,894,605.

    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 5,412 shares
    Change vs previous 13F -296 shares

    0.6% of the 13F portfolio, value $1,736,215.

    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 5,708 shares
    Change vs previous 13F -383 shares

    0.63% of the 13F portfolio, value $1,913,712.

    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 6,091 shares
    Change vs previous 13F +339 shares

    0.67% of the 13F portfolio, value $1,998,875.

    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 5,752 shares
    Change vs previous 13F -70 shares

    0.69% of the 13F portfolio, value $1,748,197.

    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 5,822 shares
    Change vs previous 13F -1,431 shares

    0.73% of the 13F portfolio, value $1,600,111.

    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 7,253 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,125,557.

    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).