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Valeo Financial Advisors, LLC: T position timeline

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

Valeo Financial Advisors, LLC held 158,861 T 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 158,861 shares
    Change vs previous 13F +1,244 shares

    0.08% of the 13F portfolio, value $3,876,215.

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

  2. period ended2026-06-30
    13F 157,617 shares
    Change vs previous 13F -19,166 shares

    0.07% of the 13F portfolio, value $3,262,663.

    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 176,783 shares
    Change vs previous 13F +6,441 shares

    0.12% of the 13F portfolio, value $5,124,943.

    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 170,342 shares
    Change vs previous 13F -2,417 shares

    0.09% of the 13F portfolio, value $4,231,302.

    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 172,759 shares
    Change vs previous 13F +3,009 shares

    0.11% of the 13F portfolio, value $4,878,713.

    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 169,750 shares
    Change vs previous 13F +32,148 shares

    0.12% of the 13F portfolio, value $4,912,565.

    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 137,602 shares
    Change vs previous 13F -5,471 shares

    0.11% of the 13F portfolio, value $3,891,386.

    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 143,073 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,257,765.

    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).