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Disclosery

Realta Investment Advisors: XLF position timeline

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

Realta Investment Advisors held 49,036 XLF 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 49,036 shares
    Change vs previous 13F +2,211 shares

    0.77% of the 13F portfolio, value $2,618,522.

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

  2. period ended2026-06-30
    13F 46,825 shares
    Change vs previous 13F +4,219 shares

    0.78% of the 13F portfolio, value $2,510,288.

    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 42,606 shares
    Change vs previous 13F -9,028 shares

    0.73% of the 13F portfolio, value $2,103,475.

    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 51,634 shares
    Change vs previous 13F -4,958 shares

    0.93% of the 13F portfolio, value $2,828,001.

    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 56,592 shares
    Change vs previous 13F +794 shares

    1.02% of the 13F portfolio, value $3,048,603.

    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 55,798 shares
    Change vs previous 13F +22,717 shares

    1.15% of the 13F portfolio, value $2,922,160.

    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 33,081 shares
    Change vs previous 13F -11,279 shares

    0.75% of the 13F portfolio, value $1,647,783.

    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 44,360 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,155,460.

    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).