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Disclosery

Realta Investment Advisors: XLI position timeline

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

Realta Investment Advisors held 10,390 XLI 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 10,390 shares
    Change vs previous 13F -811 shares

    0.51% of the 13F portfolio, value $1,734,922.

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

  2. period ended2026-06-30
    13F 11,201 shares
    Change vs previous 13F -2,225 shares

    0.64% of the 13F portfolio, value $2,074,761.

    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 13,426 shares
    Change vs previous 13F +954 shares

    0.75% of the 13F portfolio, value $2,171,387.

    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 12,472 shares
    Change vs previous 13F +1,595 shares

    0.64% of the 13F portfolio, value $1,934,657.

    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 10,877 shares
    Change vs previous 13F -2,368 shares

    0.56% of the 13F portfolio, value $1,677,560.

    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 13,245 shares
    Change vs previous 13F -2,363 shares

    0.77% of the 13F portfolio, value $1,953,902.

    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 15,608 shares
    Change vs previous 13F -2,465 shares

    0.93% of the 13F portfolio, value $2,045,687.

    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 18,073 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,398,781.

    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).