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Valeo Financial Advisors, LLC: QQQ position timeline

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

Valeo Financial Advisors, LLC held 41,602 QQQ 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 41,602 shares
    Change vs previous 13F -1,272 shares

    0.65% of the 13F portfolio, value $30,776,236.

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

  2. period ended2026-06-30
    13F 42,874 shares
    Change vs previous 13F +67 shares

    0.67% of the 13F portfolio, value $31,572,180.

    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 42,807 shares
    Change vs previous 13F -9,420 shares

    0.59% of the 13F portfolio, value $24,707,175.

    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 52,227 shares
    Change vs previous 13F -1,609 shares

    0.71% of the 13F portfolio, value $32,083,664.

    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 53,836 shares
    Change vs previous 13F -126,611 shares

    0.74% of the 13F portfolio, value $32,321,521.

    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 180,447 shares
    Change vs previous 13F +129,174 shares

    0.73% of the 13F portfolio, value $29,567,299.

    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 51,273 shares
    Change vs previous 13F +12,595 shares

    0.67% of the 13F portfolio, value $24,042,761.

    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 38,678 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $19,773,260.

    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).