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Valeo Financial Advisors, LLC: HSY position timeline

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

Valeo Financial Advisors, LLC held 5,231 HSY 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 5,231 shares
    Change vs previous 13F -1,222 shares

    0.02% of the 13F portfolio, value $824,461.

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

  2. period ended2026-06-30
    13F 6,453 shares
    Change vs previous 13F -547 shares

    0.02% of the 13F portfolio, value $1,132,129.

    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 7,000 shares
    Change vs previous 13F -5,368 shares

    0.03% of the 13F portfolio, value $1,455,133.

    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 12,368 shares
    Change vs previous 13F -2,644 shares

    0.05% of the 13F portfolio, value $2,250,740.

    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 15,012 shares
    Change vs previous 13F +289 shares

    0.06% of the 13F portfolio, value $2,808,063.

    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 14,723 shares
    Change vs previous 13F -93 shares

    0.06% of the 13F portfolio, value $2,443,219.

    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 14,816 shares
    Change vs previous 13F +3,249 shares

    0.07% of the 13F portfolio, value $2,533,961.

    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 11,567 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,958,880.

    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).