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Valeo Financial Advisors, LLC: SPG position timeline

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

Valeo Financial Advisors, LLC held 7,787 SPG 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 7,787 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $1,563,362.

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

  2. period ended2026-06-30
    13F 7,587 shares
    Change vs previous 13F +443 shares

    0.04% of the 13F portfolio, value $1,696,824.

    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 7,144 shares
    Change vs previous 13F -1,252 shares

    0.03% of the 13F portfolio, value $1,332,501.

    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 8,396 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $1,554,139.

    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 8,221 shares
    Change vs previous 13F -195 shares

    0.04% of the 13F portfolio, value $1,542,866.

    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 8,416 shares
    Change vs previous 13F -598 shares

    0.03% of the 13F portfolio, value $1,353,010.

    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 9,014 shares
    Change vs previous 13F +758 shares

    0.04% of the 13F portfolio, value $1,497,075.

    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 8,256 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,421,750.

    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).