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Disclosery

Realta Investment Advisors: XLY position timeline

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

Realta Investment Advisors held 17,193 XLY 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 17,193 shares
    Change vs previous 13F +3,562 shares

    0.55% of the 13F portfolio, value $1,871,286.

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

  2. period ended2026-06-30
    13F 13,631 shares
    Change vs previous 13F -308 shares

    0.5% of the 13F portfolio, value $1,598,644.

    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 13,939 shares
    Change vs previous 13F -3,954 shares

    0.53% of the 13F portfolio, value $1,519,072.

    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 17,893 shares
    Change vs previous 13F +8,212 shares

    0.7% of the 13F portfolio, value $2,136,603.

    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 9,681 shares
    Change vs previous 13F +1,172 shares

    0.78% of the 13F portfolio, value $2,319,955.

    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 8,509 shares
    Change vs previous 13F +821 shares

    0.73% of the 13F portfolio, value $1,849,261.

    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 7,688 shares
    Change vs previous 13F +146 shares

    0.69% of the 13F portfolio, value $1,518,072.

    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 7,542 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,703,587.

    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).