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Valeo Financial Advisors, LLC: PH position timeline

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

Valeo Financial Advisors, LLC held 1,356 PH 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 1,356 shares
    Change vs previous 13F +123 shares

    0.03% of the 13F portfolio, value $1,295,548.

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

  2. period ended2026-06-30
    13F 1,233 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $1,205,747.

    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 1,190 shares
    Change vs previous 13F -893 shares

    0.03% of the 13F portfolio, value $1,065,715.

    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 2,083 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $1,830,953.

    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 1,979 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $1,500,257.

    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 1,833 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $1,279,985.

    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 1,818 shares
    Change vs previous 13F +169 shares

    0.03% of the 13F portfolio, value $1,105,216.

    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 1,649 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,048,761.

    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).