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Realta Investment Advisors: VTV position timeline

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

Realta Investment Advisors held 3,477 VTV 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 3,477 shares
    Change vs previous 13F +339 shares

    0.22% of the 13F portfolio, value $751,310.

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

  2. period ended2026-06-30
    13F 3,138 shares
    Change vs previous 13F -488 shares

    0.21% of the 13F portfolio, value $683,864.

    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 3,626 shares
    Change vs previous 13F -709 shares

    0.25% of the 13F portfolio, value $711,421.

    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 4,335 shares
    Change vs previous 13F +1,684 shares

    0.27% of the 13F portfolio, value $827,942.

    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 2,651 shares
    Change vs previous 13F +285 shares

    0.17% of the 13F portfolio, value $494,385.

    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 2,366 shares
    Change vs previous 13F +960 shares

    0.17% of the 13F portfolio, value $418,167.

    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 1,406 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $242,872.

    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 1,406 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $239,526.

    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).