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Valeo Financial Advisors, LLC: SPMD position timeline

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

Valeo Financial Advisors, LLC held 4,712 SPMD 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 4,712 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $297,054.

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

  2. period ended2026-06-30
    13F 4,744 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $320,501.

    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 4,753 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $281,457.

    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 4,455 shares
    Change vs previous 13F -1,392 shares

    0.01% of the 13F portfolio, value $257,965.

    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 5,847 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $334,391.

    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 5,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $309,423.

    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).