Skip to content
Disclosery

Valeo Financial Advisors, LLC: SMFG position timeline

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

Valeo Financial Advisors, LLC held 24,678 SMFG 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 24,678 shares
    Change vs previous 13F +2,485 shares

    0.01% of the 13F portfolio, value $639,398.

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

  2. period ended2026-06-30
    13F 22,193 shares
    Change vs previous 13F +4,323 shares

    0.01% of the 13F portfolio, value $523,318.

    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 17,870 shares
    Change vs previous 13F -7,048 shares

    0.01% of the 13F portfolio, value $352,938.

    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 24,918 shares
    Change vs previous 13F +3,279 shares

    0.01% of the 13F portfolio, value $481,671.

    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 21,639 shares
    Change vs previous 13F +1,057 shares

    0.01% of the 13F portfolio, value $362,238.

    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 20,582 shares
    Change vs previous 13F +483 shares

    0.01% of the 13F portfolio, value $310,989.

    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 20,099 shares
    Change vs previous 13F +4,140 shares

    0.01% of the 13F portfolio, value $310,725.

    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 15,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $231,241.

    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).