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Valeo Financial Advisors, LLC: AGNT position timeline

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

Valeo Financial Advisors, LLC held 23,720 AGNT 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 23,720 shares
    Change vs previous 13F -2,831 shares

    <0.01% of the 13F portfolio, value $87,052.

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

  2. period ended2026-06-30
    13F 26,551 shares
    Change vs previous 13F -1,259 shares

    <0.01% of the 13F portfolio, value $143,641.

    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 27,810 shares
    Change vs previous 13F -1,465 shares

    <0.01% of the 13F portfolio, value $166,582.

    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 29,275 shares
    Change vs previous 13F -14,120 shares

    0.01% of the 13F portfolio, value $264,936.

    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 43,395 shares
    Change vs previous 13F -14,022 shares

    0.01% of the 13F portfolio, value $462,589.

    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 57,417 shares
    Change vs previous 13F +3,769 shares

    0.01% of the 13F portfolio, value $522,495.

    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 53,648 shares
    Change vs previous 13F -2,612 shares

    0.01% of the 13F portfolio, value $524,677.

    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 56,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $647,553.

    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).