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CIK 0001776792 • 7 13F filings • May 1, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("realta-investment-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001398344-25-019615 |
| $299.1M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012286 | $321.8M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013484 | $253.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006814 | $288.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008338 | $219.4M | View |