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Valeo Financial Advisors, LLC: SMCI position timeline

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

Valeo Financial Advisors, LLC held 23,319 SMCI 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 23,319 shares
    Change vs previous 13F +542 shares

    0.02% of the 13F portfolio, value $957,711.

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

  2. period ended2026-06-30
    13F 22,777 shares
    Change vs previous 13F +4,137 shares

    0.01% of the 13F portfolio, value $668,049.

    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 18,640 shares
    Change vs previous 13F +999 shares

    0.01% of the 13F portfolio, value $424,433.

    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 17,641 shares
    Change vs previous 13F -4,829 shares

    0.01% of the 13F portfolio, value $516,352.

    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 22,470 shares
    Change vs previous 13F +3,148 shares

    0.02% of the 13F portfolio, value $1,077,228.

    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 19,322 shares
    Change vs previous 13F +3,660 shares

    0.02% of the 13F portfolio, value $946,971.

    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 15,662 shares
    Change vs previous 13F -7,390 shares

    0.01% of the 13F portfolio, value $536,267.

    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 23,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $702,625.

    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).