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Disclosery

Realta Investment Advisors: XYZ position timeline

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

Realta Investment Advisors held 0 XYZ 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 0 shares
    Change vs previous 13F -3,670 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 3,670 shares
    Change vs previous 13F -747 shares

    0.09% of the 13F portfolio, value $278,920.

    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 4,417 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $265,815.

    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 4,564 shares
    Change vs previous 13F -621 shares

    0.1% of the 13F portfolio, value $297,071.

    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 5,185 shares
    Change vs previous 13F -423 shares

    0.13% of the 13F portfolio, value $374,720.

    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 5,608 shares
    Change vs previous 13F -842 shares

    0.15% of the 13F portfolio, value $380,951.

    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 6,450 shares
    Change vs previous 13F -467 shares

    0.16% of the 13F portfolio, value $350,429.

    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 6,917 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $637,471.

    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).