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Valeo Financial Advisors, LLC: HDV position timeline

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

Valeo Financial Advisors, LLC held 122,528 HDV 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 122,528 shares
    Change vs previous 13F -302 shares

    0.07% of the 13F portfolio, value $3,425,893.

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

  2. period ended2026-06-30
    13F 122,830 shares
    Change vs previous 13F +98,060 shares

    0.07% of the 13F portfolio, value $3,366,776.

    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 24,770 shares
    Change vs previous 13F -350 shares

    0.08% of the 13F portfolio, value $3,361,776.

    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 25,120 shares
    Change vs previous 13F -2,345 shares

    0.07% of the 13F portfolio, value $3,054,880.

    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 27,465 shares
    Change vs previous 13F +520 shares

    0.08% of the 13F portfolio, value $3,363,033.

    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 26,945 shares
    Change vs previous 13F -155,006 shares

    0.08% of the 13F portfolio, value $3,157,112.

    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 181,951 shares
    Change vs previous 13F -2,885 shares

    0.1% of the 13F portfolio, value $3,422,822.

    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 184,836 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,507,645.

    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).