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Valeo Financial Advisors, LLC: SLV position timeline

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

Valeo Financial Advisors, LLC held 26,447 SLV 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 26,447 shares
    Change vs previous 13F +224 shares

    0.03% of the 13F portfolio, value $1,441,643.

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

  2. period ended2026-06-30
    13F 26,223 shares
    Change vs previous 13F -2,599 shares

    0.03% of the 13F portfolio, value $1,402,138.

    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 28,822 shares
    Change vs previous 13F +467 shares

    0.05% of the 13F portfolio, value $1,963,963.

    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 28,355 shares
    Change vs previous 13F +6,738 shares

    0.04% of the 13F portfolio, value $1,826,623.

    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 21,617 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $915,900.

    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 21,917 shares
    Change vs previous 13F -1,708 shares

    0.02% of the 13F portfolio, value $719,087.

    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 23,625 shares
    Change vs previous 13F -422 shares

    0.02% of the 13F portfolio, value $732,146.

    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 24,047 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $633,164.

    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).