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Valeo Financial Advisors, LLC: MA position timeline

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

Valeo Financial Advisors, LLC held 19,369 MA 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 19,369 shares
    Change vs previous 13F -220 shares

    0.23% of the 13F portfolio, value $10,682,908.

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

  2. period ended2026-06-30
    13F 19,589 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $10,060,449.

    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 19,507 shares
    Change vs previous 13F -3,791 shares

    0.23% of the 13F portfolio, value $9,745,927.

    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 23,298 shares
    Change vs previous 13F +365 shares

    0.3% of the 13F portfolio, value $13,300,617.

    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 22,933 shares
    Change vs previous 13F -470 shares

    0.3% of the 13F portfolio, value $13,044,401.

    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 23,403 shares
    Change vs previous 13F -101 shares

    0.32% of the 13F portfolio, value $13,151,273.

    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 23,504 shares
    Change vs previous 13F -64 shares

    0.36% of the 13F portfolio, value $12,881,707.

    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 23,568 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $12,410,106.

    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).