Valeo Financial Advisors, LLC: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on APP, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 1,977 APP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 1,977 sharesChange vs previous 13F -199 shares
0.01% of the 13F portfolio, value $574,106.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 2,176 sharesChange vs previous 13F +1,503 shares
0.02% of the 13F portfolio, value $1,121,175.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 673 sharesChange vs previous 13F -702 shares
0.01% of the 13F portfolio, value $267,881.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,375 sharesChange vs previous 13F +806 shares
0.02% of the 13F portfolio, value $926,548.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 569 sharesChange vs previous 13F +7 shares
0.01% of the 13F portfolio, value $409,165.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 562 sharesChange vs previous 13F -8,523 shares
<0.01% of the 13F portfolio, value $196,739.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,085 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,407,252.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).