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Valeo Financial Advisors, LLC: CDNS position timeline

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

Valeo Financial Advisors, LLC held 999 CDNS 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 999 shares
    Change vs previous 13F -302 shares

    0.01% of the 13F portfolio, value $329,819.

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

  2. period ended2026-06-30
    13F 1,301 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $488,411.

    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 967 shares
    Change vs previous 13F -1,405 shares

    0.01% of the 13F portfolio, value $268,789.

    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 2,372 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $741,540.

    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 2,245 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $788,691.

    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 2,113 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $651,246.

    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 2,059 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $523,665.

    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 2,157 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $648,092.

    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).