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Valeo Financial Advisors, LLC: FE position timeline

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

Valeo Financial Advisors, LLC held 5,041 FE 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 5,041 shares
    Change vs previous 13F +607 shares

    <0.01% of the 13F portfolio, value $218,443.

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

  2. period ended2026-06-30
    13F 4,434 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $210,792.

    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 4,565 shares
    Change vs previous 13F -2,486 shares

    0.01% of the 13F portfolio, value $231,263.

    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 7,051 shares
    Change vs previous 13F +533 shares

    0.01% of the 13F portfolio, value $315,673.

    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 6,518 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $298,655.

    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 6,444 shares
    Change vs previous 13F +277 shares

    0.01% of the 13F portfolio, value $259,435.

    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 6,167 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $249,270.

    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 6,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,721.

    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).