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Valeo Financial Advisors, LLC: DELL position timeline

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

Valeo Financial Advisors, LLC held 6,166 DELL 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 6,166 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $3,317,227.

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

  2. period ended2026-06-30
    13F 6,100 shares
    Change vs previous 13F +433 shares

    0.06% of the 13F portfolio, value $2,632,118.

    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 5,667 shares
    Change vs previous 13F -2,295 shares

    0.02% of the 13F portfolio, value $930,105.

    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 7,962 shares
    Change vs previous 13F -213 shares

    0.02% of the 13F portfolio, value $1,002,248.

    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 8,175 shares
    Change vs previous 13F -1,682 shares

    0.03% of the 13F portfolio, value $1,159,007.

    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 9,857 shares
    Change vs previous 13F -1,851 shares

    0.03% of the 13F portfolio, value $1,208,456.

    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 11,708 shares
    Change vs previous 13F +2,538 shares

    0.03% of the 13F portfolio, value $1,067,156.

    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 9,170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,056,782.

    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).