Valeo Financial Advisors, LLC: HTFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on HTFL, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 4,284 HTFL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 4,284 sharesChange vs previous 13F +4,284 shares
<0.01% of the 13F portfolio, value $213,129.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 0 sharesChange vs previous 13F -10,889 shares
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 10,889 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $264,929.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).