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Valeo Financial Advisors, LLC: FDX position timeline

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

Valeo Financial Advisors, LLC held 12,532 FDX 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 12,532 shares
    Change vs previous 13F +139 shares

    0.08% of the 13F portfolio, value $3,572,878.

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

  2. period ended2026-06-30
    13F 12,393 shares
    Change vs previous 13F +52 shares

    0.08% of the 13F portfolio, value $3,880,497.

    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 12,341 shares
    Change vs previous 13F -1,019 shares

    0.11% of the 13F portfolio, value $4,395,456.

    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 13,360 shares
    Change vs previous 13F -657 shares

    0.09% of the 13F portfolio, value $3,859,311.

    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 14,017 shares
    Change vs previous 13F -882 shares

    0.08% of the 13F portfolio, value $3,305,272.

    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 14,899 shares
    Change vs previous 13F +1,615 shares

    0.08% of the 13F portfolio, value $3,386,672.

    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 13,284 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $3,238,303.

    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 13,349 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,755,465.

    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).