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Valeo Financial Advisors, LLC: META position timeline

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

Valeo Financial Advisors, LLC held 41,735 META 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 41,735 shares
    Change vs previous 13F -4,421 shares

    0.64% of the 13F portfolio, value $30,266,447.

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

  2. period ended2026-06-30
    13F 46,156 shares
    Change vs previous 13F +1,834 shares

    0.55% of the 13F portfolio, value $25,998,975.

    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 44,322 shares
    Change vs previous 13F -8,247 shares

    0.61% of the 13F portfolio, value $25,354,332.

    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 52,569 shares
    Change vs previous 13F +3,878 shares

    0.77% of the 13F portfolio, value $34,700,251.

    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 48,691 shares
    Change vs previous 13F +2,638 shares

    0.82% of the 13F portfolio, value $35,757,808.

    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 46,053 shares
    Change vs previous 13F -37,978 shares

    0.84% of the 13F portfolio, value $33,990,877.

    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 84,031 shares
    Change vs previous 13F +2,607 shares

    0.72% of the 13F portfolio, value $25,724,953.

    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 81,424 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $24,605,727.

    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).