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Disclosery

Realta Investment Advisors: XLU position timeline

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

Realta Investment Advisors held 9,125 XLU 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 9,125 shares
    Change vs previous 13F -13,891 shares

    0.11% of the 13F portfolio, value $359,890.

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

  2. period ended2026-06-30
    13F 23,016 shares
    Change vs previous 13F -9,062 shares

    0.32% of the 13F portfolio, value $1,043,549.

    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 32,078 shares
    Change vs previous 13F +10,640 shares

    0.51% of the 13F portfolio, value $1,472,044.

    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 21,438 shares
    Change vs previous 13F +19,136 shares

    0.3% of the 13F portfolio, value $915,193.

    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 2,302 shares
    Change vs previous 13F -4,592 shares

    0.07% of the 13F portfolio, value $200,757.

    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 6,894 shares
    Change vs previous 13F +3,802 shares

    0.22% of the 13F portfolio, value $562,966.

    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 3,092 shares
    Change vs previous 13F +475 shares

    0.11% of the 13F portfolio, value $243,826.

    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 2,617 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $201,681.

    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).