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Valeo Financial Advisors, LLC: PLTR position timeline

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

Valeo Financial Advisors, LLC held 41,708 PLTR 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 41,708 shares
    Change vs previous 13F -5,608 shares

    0.16% of the 13F portfolio, value $7,801,463.

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

  2. period ended2026-06-30
    13F 47,316 shares
    Change vs previous 13F +2,319 shares

    0.12% of the 13F portfolio, value $5,520,370.

    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 44,997 shares
    Change vs previous 13F -4,149 shares

    0.16% of the 13F portfolio, value $6,582,127.

    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 49,146 shares
    Change vs previous 13F +782 shares

    0.19% of the 13F portfolio, value $8,735,639.

    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 48,364 shares
    Change vs previous 13F -5,031 shares

    0.2% of the 13F portfolio, value $8,822,603.

    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 53,395 shares
    Change vs previous 13F +7,071 shares

    0.18% of the 13F portfolio, value $7,278,805.

    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 46,324 shares
    Change vs previous 13F +157 shares

    0.11% of the 13F portfolio, value $3,909,716.

    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 46,167 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,491,601.

    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).