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Disclosery

Realta Investment Advisors: XLV position timeline

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

Realta Investment Advisors held 15,141 XLV 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 15,141 shares
    Change vs previous 13F -249 shares

    0.75% of the 13F portfolio, value $2,550,062.

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

  2. period ended2026-06-30
    13F 15,390 shares
    Change vs previous 13F +2,941 shares

    0.76% of the 13F portfolio, value $2,441,788.

    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 12,449 shares
    Change vs previous 13F +420 shares

    0.63% of the 13F portfolio, value $1,825,108.

    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 12,029 shares
    Change vs previous 13F +213 shares

    0.61% of the 13F portfolio, value $1,862,154.

    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 11,816 shares
    Change vs previous 13F +2,761 shares

    0.55% of the 13F portfolio, value $1,644,449.

    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 9,055 shares
    Change vs previous 13F +213 shares

    0.48% of the 13F portfolio, value $1,220,505.

    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 8,842 shares
    Change vs previous 13F -2,536 shares

    0.59% of the 13F portfolio, value $1,290,980.

    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 11,378 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,580,901.

    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).