Skip to content
Disclosery

Valeo Financial Advisors, LLC: LLY position timeline

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

Valeo Financial Advisors, LLC held 130,209 LLY 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 130,209 shares
    Change vs previous 13F -38 shares

    3.18% of the 13F portfolio, value $150,662,500.

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

  2. period ended2026-06-30
    13F 130,247 shares
    Change vs previous 13F -1,398 shares

    3.3% of the 13F portfolio, value $156,222,257.

    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 131,645 shares
    Change vs previous 13F -4,789 shares

    2.9% of the 13F portfolio, value $121,082,410.

    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 136,434 shares
    Change vs previous 13F -6,261 shares

    3.26% of the 13F portfolio, value $146,622,604.

    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 142,695 shares
    Change vs previous 13F +3,479 shares

    2.48% of the 13F portfolio, value $108,876,167.

    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 139,216 shares
    Change vs previous 13F -23,585 shares

    2.67% of the 13F portfolio, value $108,523,016.

    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 162,801 shares
    Change vs previous 13F +1,103 shares

    2.84% of the 13F portfolio, value $101,694,809.

    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 161,698 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $94,207,815.

    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).