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Valeo Financial Advisors, LLC: PEP position timeline

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

Valeo Financial Advisors, LLC held 45,398 PEP 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 45,398 shares
    Change vs previous 13F +430 shares

    0.12% of the 13F portfolio, value $5,752,877.

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

  2. period ended2026-06-30
    13F 44,968 shares
    Change vs previous 13F -171 shares

    0.13% of the 13F portfolio, value $6,088,663.

    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 45,139 shares
    Change vs previous 13F -8,796 shares

    0.17% of the 13F portfolio, value $7,009,562.

    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 53,935 shares
    Change vs previous 13F -5,253 shares

    0.17% of the 13F portfolio, value $7,740,781.

    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 59,188 shares
    Change vs previous 13F +2,826 shares

    0.19% of the 13F portfolio, value $8,312,309.

    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 56,362 shares
    Change vs previous 13F -27,735 shares

    0.18% of the 13F portfolio, value $7,441,978.

    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 84,097 shares
    Change vs previous 13F +5,627 shares

    0.24% of the 13F portfolio, value $8,506,602.

    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 78,470 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,771,085.

    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).