Skip to content
Disclosery

Valeo Financial Advisors, LLC: PDI position timeline

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

Valeo Financial Advisors, LLC held 30,220 PDI 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 30,220 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $423,987.

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

  2. period ended2026-06-30
    13F 30,045 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $501,745.

    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 29,889 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $511,403.

    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 29,885 shares
    Change vs previous 13F +810 shares

    0.01% of the 13F portfolio, value $529,270.

    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 29,075 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $575,678.

    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 28,870 shares
    Change vs previous 13F -6,643 shares

    0.01% of the 13F portfolio, value $547,662.

    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 35,513 shares
    Change vs previous 13F +4,014 shares

    0.02% of the 13F portfolio, value $703,151.

    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 31,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $577,688.

    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).