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Disclosery

Realta Investment Advisors: XLE position timeline

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

Realta Investment Advisors held 24,470 XLE 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 24,470 shares
    Change vs previous 13F +16,606 shares

    0.44% of the 13F portfolio, value $1,504,905.

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

  2. period ended2026-06-30
    13F 7,864 shares
    Change vs previous 13F -15,933 shares

    0.13% of the 13F portfolio, value $417,644.

    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 23,797 shares
    Change vs previous 13F +8,333 shares

    0.51% of the 13F portfolio, value $1,457,815.

    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 15,464 shares
    Change vs previous 13F +13,595 shares

    0.23% of the 13F portfolio, value $691,381.

    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 1,869 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $166,977.

    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 1,886 shares
    Change vs previous 13F -215 shares

    0.06% of the 13F portfolio, value $159,952.

    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 2,101 shares
    Change vs previous 13F -943 shares

    0.09% of the 13F portfolio, value $196,336.

    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 3,044 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $266,229.

    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).