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Valeo Financial Advisors, LLC: AGG position timeline

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

Valeo Financial Advisors, LLC held 52,517 AGG 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 52,517 shares
    Change vs previous 13F -5,141 shares

    0.1% of the 13F portfolio, value $4,964,920.

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

  2. period ended2026-06-30
    13F 57,658 shares
    Change vs previous 13F -9,653 shares

    0.12% of the 13F portfolio, value $5,707,016.

    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 67,311 shares
    Change vs previous 13F +6,508 shares

    0.16% of the 13F portfolio, value $6,681,925.

    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 60,803 shares
    Change vs previous 13F +892 shares

    0.14% of the 13F portfolio, value $6,073,026.

    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 59,911 shares
    Change vs previous 13F +5,278 shares

    0.14% of the 13F portfolio, value $6,006,095.

    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 54,633 shares
    Change vs previous 13F +110 shares

    0.13% of the 13F portfolio, value $5,419,583.

    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 54,523 shares
    Change vs previous 13F -5,649 shares

    0.15% of the 13F portfolio, value $5,393,376.

    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 60,172 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,830,656.

    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).