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Disclosery

Valeo Financial Advisors, LLC: AEG position timeline

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

Valeo Financial Advisors, LLC held 0 AEG shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,183 shares

    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).

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

  2. period ended2025-12-31
    13F 11,183 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $86,221.

    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).

  3. period ended2025-09-30
    13F 10,993 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $87,834.

    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).