Skip to content
Disclosery

Valeo Financial Advisors, LLC: SPYG position timeline

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

Valeo Financial Advisors, LLC held 33,976 SPYG 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 33,976 shares
    Change vs previous 13F -235 shares

    0.09% of the 13F portfolio, value $4,181,752.

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

  2. period ended2026-06-30
    13F 34,211 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $4,070,762.

    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 34,224 shares
    Change vs previous 13F +1,595 shares

    0.08% of the 13F portfolio, value $3,350,878.

    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 32,629 shares
    Change vs previous 13F +388 shares

    0.08% of the 13F portfolio, value $3,481,561.

    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 32,241 shares
    Change vs previous 13F +453 shares

    0.08% of the 13F portfolio, value $3,369,512.

    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 31,788 shares
    Change vs previous 13F +98 shares

    0.07% of the 13F portfolio, value $3,030,045.

    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 31,690 shares
    Change vs previous 13F -77 shares

    0.07% of the 13F portfolio, value $2,546,913.

    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 31,767 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,792,342.

    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).