Skip to content
Disclosery

Valeo Financial Advisors, LLC: AMAT position timeline

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

Valeo Financial Advisors, LLC held 7,859 AMAT 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 7,859 shares
    Change vs previous 13F +795 shares

    0.08% of the 13F portfolio, value $4,019,016.

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

  2. period ended2026-06-30
    13F 7,064 shares
    Change vs previous 13F -1,167 shares

    0.11% of the 13F portfolio, value $5,107,029.

    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 8,231 shares
    Change vs previous 13F -2,079 shares

    0.07% of the 13F portfolio, value $2,813,319.

    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 10,310 shares
    Change vs previous 13F +792 shares

    0.06% of the 13F portfolio, value $2,649,547.

    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 9,518 shares
    Change vs previous 13F +689 shares

    0.04% of the 13F portfolio, value $1,948,771.

    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 8,829 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $1,616,378.

    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 8,757 shares
    Change vs previous 13F +210 shares

    0.04% of the 13F portfolio, value $1,270,819.

    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 8,547 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,389,982.

    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).