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Disclosery

Realta Investment Advisors: VUG position timeline

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

Realta Investment Advisors held 19,894 VUG 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 19,894 shares
    Change vs previous 13F +1,885 shares

    0.52% of the 13F portfolio, value $1,792,648.

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

  2. period ended2026-06-30
    13F 18,009 shares
    Change vs previous 13F +16,070 shares

    0.48% of the 13F portfolio, value $1,551,295.

    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 1,939 shares
    Change vs previous 13F -949 shares

    0.29% of the 13F portfolio, value $846,936.

    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 2,888 shares
    Change vs previous 13F +290 shares

    0.46% of the 13F portfolio, value $1,408,940.

    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 2,598 shares
    Change vs previous 13F -1,393 shares

    0.42% of the 13F portfolio, value $1,246,027.

    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 3,991 shares
    Change vs previous 13F +2,323 shares

    0.69% of the 13F portfolio, value $1,749,654.

    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 1,668 shares
    Change vs previous 13F -855 shares

    0.28% of the 13F portfolio, value $618,528.

    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 2,523 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,050,830.

    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).