Skip to content
Disclosery

Valeo Financial Advisors, LLC: SPGI position timeline

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

Valeo Financial Advisors, LLC held 3,712 SPGI 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 3,712 shares
    Change vs previous 13F +220 shares

    0.03% of the 13F portfolio, value $1,464,453.

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

  2. period ended2026-06-30
    13F 3,492 shares
    Change vs previous 13F -353 shares

    0.03% of the 13F portfolio, value $1,422,324.

    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 3,845 shares
    Change vs previous 13F -1,220 shares

    0.04% of the 13F portfolio, value $1,635,623.

    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 5,065 shares
    Change vs previous 13F +472 shares

    0.06% of the 13F portfolio, value $2,646,881.

    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 4,593 shares
    Change vs previous 13F -143 shares

    0.05% of the 13F portfolio, value $2,235,383.

    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 4,736 shares
    Change vs previous 13F +263 shares

    0.06% of the 13F portfolio, value $2,497,290.

    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 4,473 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $2,272,941.

    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 4,444 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,213,303.

    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).