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Valeo Financial Advisors, LLC: PM position timeline

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

Valeo Financial Advisors, LLC held 34,235 PM 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 34,235 shares
    Change vs previous 13F +1,512 shares

    0.14% of the 13F portfolio, value $6,532,815.

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

  2. period ended2026-06-30
    13F 32,723 shares
    Change vs previous 13F +1,296 shares

    0.13% of the 13F portfolio, value $5,919,906.

    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 31,427 shares
    Change vs previous 13F -10,852 shares

    0.12% of the 13F portfolio, value $5,196,173.

    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 42,279 shares
    Change vs previous 13F +1,357 shares

    0.15% of the 13F portfolio, value $6,781,561.

    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 40,922 shares
    Change vs previous 13F -623 shares

    0.15% of the 13F portfolio, value $6,637,513.

    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 41,545 shares
    Change vs previous 13F +420 shares

    0.19% of the 13F portfolio, value $7,566,619.

    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 41,125 shares
    Change vs previous 13F +935 shares

    0.18% of the 13F portfolio, value $6,527,835.

    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 40,190 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,836,829.

    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).