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Valeo Financial Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 510,842 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 510,842 shares
    Change vs previous 13F -4,969 shares

    3.59% of the 13F portfolio, value $170,117,794.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 515,811 shares
    Change vs previous 13F -10,275 shares

    3.15% of the 13F portfolio, value $149,249,042.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    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 526,086 shares
    Change vs previous 13F -62,005 shares

    3.19% of the 13F portfolio, value $133,509,571.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    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 588,091 shares
    Change vs previous 13F -6,647 shares

    3.56% of the 13F portfolio, value $159,878,496.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    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 594,738 shares
    Change vs previous 13F -12,165 shares

    3.45% of the 13F portfolio, value $151,438,191.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    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/A 606,903 shares
    Change vs previous 13F -161,514 shares

    3.06% of the 13F portfolio, value $124,518,171.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    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 768,417 shares
    Change vs previous 13F +30,190 shares

    3.65% of the 13F portfolio, value $130,852,343.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    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 738,227 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $148,887,131.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).