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Valeo Financial Advisors, LLC: HD position timeline

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

Valeo Financial Advisors, LLC held 14,461 HD 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 14,461 shares
    Change vs previous 13F -983 shares

    0.09% of the 13F portfolio, value $4,114,144.

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

  2. period ended2026-06-30
    13F 15,444 shares
    Change vs previous 13F -1,016 shares

    0.12% of the 13F portfolio, value $5,446,880.

    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 16,460 shares
    Change vs previous 13F -9,673 shares

    0.13% of the 13F portfolio, value $5,413,522.

    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 26,133 shares
    Change vs previous 13F -2,184 shares

    0.2% of the 13F portfolio, value $8,992,511.

    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 28,317 shares
    Change vs previous 13F -927 shares

    0.26% of the 13F portfolio, value $11,473,917.

    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 29,244 shares
    Change vs previous 13F +2,308 shares

    0.26% of the 13F portfolio, value $10,722,133.

    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 26,936 shares
    Change vs previous 13F -114 shares

    0.28% of the 13F portfolio, value $9,871,606.

    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 27,050 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,522,352.

    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).