Skip to content
Disclosery

Realta Investment Advisors: VYM position timeline

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

Realta Investment Advisors held 1,859 VYM 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 1,859 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $288,480.

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

  2. period ended2026-06-30
    13F 1,815 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $286,857.

    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 1,792 shares
    Change vs previous 13F -720 shares

    0.09% of the 13F portfolio, value $265,335.

    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 2,512 shares
    Change vs previous 13F -884 shares

    0.12% of the 13F portfolio, value $360,524.

    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 3,396 shares
    Change vs previous 13F +1,073 shares

    0.16% of the 13F portfolio, value $478,714.

    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 2,323 shares
    Change vs previous 13F -86 shares

    0.12% of the 13F portfolio, value $309,669.

    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 2,409 shares
    Change vs previous 13F +79 shares

    0.14% of the 13F portfolio, value $310,609.

    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 2,330 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $299,198.

    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).