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Valeo Financial Advisors, LLC: LPL position timeline

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

Valeo Financial Advisors, LLC held 17,047 LPL 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 17,047 shares
    Change vs previous 13F -2,898 shares

    <0.01% of the 13F portfolio, value $50,289.

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

  2. period ended2026-06-30
    13F 19,945 shares
    Change vs previous 13F +9,470 shares

    <0.01% of the 13F portfolio, value $77,586.

    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 10,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,643.

    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).