Skip to content
Disclosery

Valeo Financial Advisors, LLC: MSFT position timeline

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

Valeo Financial Advisors, LLC held 182,123 MSFT 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 182,123 shares
    Change vs previous 13F +2,858 shares

    1.97% of the 13F portfolio, value $93,406,227.

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

  2. period ended2026-06-30
    13F 179,265 shares
    Change vs previous 13F +3,192 shares

    1.41% of the 13F portfolio, value $66,863,940.

    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 176,073 shares
    Change vs previous 13F -29,573 shares

    1.56% of the 13F portfolio, value $65,163,260.

    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 205,646 shares
    Change vs previous 13F -765 shares

    2.21% of the 13F portfolio, value $99,454,727.

    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 206,411 shares
    Change vs previous 13F -3,371 shares

    2.44% of the 13F portfolio, value $106,910,547.

    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 209,782 shares
    Change vs previous 13F -64,157 shares

    2.57% of the 13F portfolio, value $104,346,818.

    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 273,939 shares
    Change vs previous 13F +3,390 shares

    2.11% of the 13F portfolio, value $75,565,754.

    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 270,549 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $83,405,232.

    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).