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Valeo Financial Advisors, LLC: AMT position timeline

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

Valeo Financial Advisors, LLC held 2,058 AMT 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 2,058 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $336,801.

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

  2. period ended2026-06-30
    13F 2,072 shares
    Change vs previous 13F -1,488 shares

    0.01% of the 13F portfolio, value $338,843.

    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 3,560 shares
    Change vs previous 13F -4,337 shares

    0.01% of the 13F portfolio, value $614,463.

    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 7,897 shares
    Change vs previous 13F -2,662 shares

    0.03% of the 13F portfolio, value $1,386,500.

    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 10,559 shares
    Change vs previous 13F -171 shares

    0.05% of the 13F portfolio, value $2,030,733.

    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 10,730 shares
    Change vs previous 13F +1,434 shares

    0.06% of the 13F portfolio, value $2,371,472.

    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 9,296 shares
    Change vs previous 13F +4,066 shares

    0.06% of the 13F portfolio, value $2,022,837.

    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 5,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $959,276.

    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).