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Valeo Financial Advisors, LLC: SSO position timeline

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

Valeo Financial Advisors, LLC held 40,036 SSO 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 40,036 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,775,709.

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

  2. period ended2026-06-30
    13F 40,036 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,697,639.

    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 40,036 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,077,078.

    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 40,036 shares
    Change vs previous 13F +20,018 shares

    0.05% of the 13F portfolio, value $2,318,896.

    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 20,018 shares
    Change vs previous 13F -114 shares

    0.05% of the 13F portfolio, value $2,244,629.

    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 20,132 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,967,309.

    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).