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Valeo Financial Advisors, LLC: SOXX position timeline

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

Valeo Financial Advisors, LLC held 4,224 SOXX 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 4,224 shares
    Change vs previous 13F -104 shares

    0.05% of the 13F portfolio, value $2,401,738.

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

  2. period ended2026-06-30
    13F 4,328 shares
    Change vs previous 13F -208 shares

    0.06% of the 13F portfolio, value $2,772,922.

    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 4,536 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,490,954.

    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 4,536 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $1,365,960.

    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 4,554 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $1,234,682.

    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 4,599 shares
    Change vs previous 13F -1,259 shares

    0.03% of the 13F portfolio, value $1,097,713.

    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 5,858 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $1,102,376.

    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 5,761 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,241,484.

    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).