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Valeo Financial Advisors, LLC: SPY position timeline

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

Valeo Financial Advisors, LLC held 894,574 SPY 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 894,574 shares
    Change vs previous 13F -18,146 shares

    14.39% of the 13F portfolio, value $682,229,226.

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

  2. period ended2026-06-30
    13F 912,720 shares
    Change vs previous 13F -9,789 shares

    14.39% of the 13F portfolio, value $681,591,084.

    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 922,509 shares
    Change vs previous 13F -9,003 shares

    14.35% of the 13F portfolio, value $599,940,868.

    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 931,512 shares
    Change vs previous 13F -9,154 shares

    14.13% of the 13F portfolio, value $635,216,488.

    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 940,666 shares
    Change vs previous 13F -55,641 shares

    14.3% of the 13F portfolio, value $626,652,651.

    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 996,307 shares
    Change vs previous 13F +46,807 shares

    14.37% of the 13F portfolio, value $583,864,788.

    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 949,500 shares
    Change vs previous 13F -17,962 shares

    14.54% of the 13F portfolio, value $521,180,540.

    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 967,462 shares
    Change vs previous 13F not available

    15.55% of the 13F portfolio, value $556,564,744.

    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).