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Valeo Financial Advisors, LLC: SPDW position timeline

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

Valeo Financial Advisors, LLC held 18,713 SPDW 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 18,713 shares
    Change vs previous 13F +719 shares

    0.01% of the 13F portfolio, value $468,099.

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

  2. period ended2026-06-30
    13F 17,994 shares
    Change vs previous 13F +469 shares

    0.01% of the 13F portfolio, value $433,469.

    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 17,525 shares
    Change vs previous 13F +3,729 shares

    0.01% of the 13F portfolio, value $372,225.

    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 13,796 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $358,645.

    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 13,796 shares
    Change vs previous 13F -1,012 shares

    0.01% of the 13F portfolio, value $345,776.

    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 14,808 shares
    Change vs previous 13F +5,089 shares

    0.01% of the 13F portfolio, value $368,480.

    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 9,719 shares
    Change vs previous 13F +1,775 shares

    0.01% of the 13F portfolio, value $353,869.

    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 7,944 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,129.

    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).