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Disclosery

Realta Investment Advisors: XLC position timeline

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

Realta Investment Advisors held 16,345 XLC 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 16,345 shares
    Change vs previous 13F -4,044 shares

    0.53% of the 13F portfolio, value $1,813,805.

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

  2. period ended2026-06-30
    13F 20,389 shares
    Change vs previous 13F +2,278 shares

    0.68% of the 13F portfolio, value $2,184,274.

    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 18,111 shares
    Change vs previous 13F -2,122 shares

    0.7% of the 13F portfolio, value $2,007,739.

    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 20,233 shares
    Change vs previous 13F -703 shares

    0.78% of the 13F portfolio, value $2,381,858.

    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 20,936 shares
    Change vs previous 13F +6,604 shares

    0.83% of the 13F portfolio, value $2,478,219.

    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 14,332 shares
    Change vs previous 13F -3,707 shares

    0.61% of the 13F portfolio, value $1,555,465.

    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 18,039 shares
    Change vs previous 13F -3,202 shares

    0.79% of the 13F portfolio, value $1,739,891.

    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 21,241 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,079,069.

    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).