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Valeo Financial Advisors, LLC: SPSM position timeline

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

Valeo Financial Advisors, LLC held 240,369 SPSM 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 240,369 shares
    Change vs previous 13F -379 shares

    0.27% of the 13F portfolio, value $12,705,915.

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

  2. period ended2026-06-30
    13F 240,748 shares
    Change vs previous 13F -8,002 shares

    0.29% of the 13F portfolio, value $13,883,930.

    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 248,750 shares
    Change vs previous 13F -1,279 shares

    0.29% of the 13F portfolio, value $12,019,596.

    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 250,029 shares
    Change vs previous 13F -4,873 shares

    0.26% of the 13F portfolio, value $11,716,381.

    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 254,902 shares
    Change vs previous 13F -2,557 shares

    0.27% of the 13F portfolio, value $11,807,079.

    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 257,459 shares
    Change vs previous 13F +8,332 shares

    0.27% of the 13F portfolio, value $10,967,739.

    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 249,127 shares
    Change vs previous 13F -7,924 shares

    0.28% of the 13F portfolio, value $10,154,412.

    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 257,051 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,546,722.

    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).