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Disclosery

Realta Investment Advisors: XLK position timeline

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

Realta Investment Advisors held 29,633 XLK 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 29,633 shares
    Change vs previous 13F +403 shares

    1.7% of the 13F portfolio, value $5,800,698.

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

  2. period ended2026-06-30
    13F 29,230 shares
    Change vs previous 13F -1,517 shares

    1.73% of the 13F portfolio, value $5,568,843.

    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 30,747 shares
    Change vs previous 13F -774 shares

    1.42% of the 13F portfolio, value $4,086,301.

    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 31,521 shares
    Change vs previous 13F +17,178 shares

    1.49% of the 13F portfolio, value $4,538,021.

    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 14,343 shares
    Change vs previous 13F +1,996 shares

    1.35% of the 13F portfolio, value $4,042,724.

    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 12,347 shares
    Change vs previous 13F -610 shares

    1.24% of the 13F portfolio, value $3,126,581.

    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 12,957 shares
    Change vs previous 13F -3,229 shares

    1.22% of the 13F portfolio, value $2,675,327.

    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 16,186 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,815,826.

    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).