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Valeo Financial Advisors, LLC: AVGO position timeline

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

Valeo Financial Advisors, LLC held 61,022 AVGO 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 61,022 shares
    Change vs previous 13F +4,408 shares

    0.45% of the 13F portfolio, value $21,433,459.

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

  2. period ended2026-06-30
    13F 56,614 shares
    Change vs previous 13F +5,588 shares

    0.45% of the 13F portfolio, value $21,381,517.

    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 51,026 shares
    Change vs previous 13F -17,025 shares

    0.38% of the 13F portfolio, value $15,779,537.

    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 68,051 shares
    Change vs previous 13F +2,964 shares

    0.52% of the 13F portfolio, value $23,552,511.

    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 65,087 shares
    Change vs previous 13F -1,181 shares

    0.49% of the 13F portfolio, value $21,472,960.

    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 66,268 shares
    Change vs previous 13F +5,573 shares

    0.45% of the 13F portfolio, value $18,486,833.

    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 60,695 shares
    Change vs previous 13F +1,477 shares

    0.28% of the 13F portfolio, value $10,163,678.

    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 59,218 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $13,729,205.

    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).