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Valeo Financial Advisors, LLC: HLN position timeline

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

Valeo Financial Advisors, LLC held 18,267 HLN 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 18,267 shares
    Change vs previous 13F -1,522 shares

    <0.01% of the 13F portfolio, value $164,402.

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

  2. period ended2026-06-30
    13F 19,789 shares
    Change vs previous 13F -2,431 shares

    <0.01% of the 13F portfolio, value $184,632.

    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 22,220 shares
    Change vs previous 13F -4,055 shares

    0.01% of the 13F portfolio, value $222,417.

    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 26,275 shares
    Change vs previous 13F +3,260 shares

    0.01% of the 13F portfolio, value $265,640.

    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 23,015 shares
    Change vs previous 13F -1,601 shares

    <0.01% of the 13F portfolio, value $206,445.

    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 24,616 shares
    Change vs previous 13F +3,441 shares

    0.01% of the 13F portfolio, value $255,268.

    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 21,175 shares
    Change vs previous 13F +722 shares

    0.01% of the 13F portfolio, value $217,889.

    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 20,453 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,124.

    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).