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Valeo Financial Advisors, LLC: UBS position timeline

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

Valeo Financial Advisors, LLC held 14,728 UBS 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 14,728 shares
    Change vs previous 13F +2,079 shares

    0.01% of the 13F portfolio, value $708,858.

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

  2. period ended2026-06-30
    13F 12,649 shares
    Change vs previous 13F +3,528 shares

    0.01% of the 13F portfolio, value $626,904.

    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 9,121 shares
    Change vs previous 13F -7,665 shares

    0.01% of the 13F portfolio, value $356,373.

    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 16,786 shares
    Change vs previous 13F +1,061 shares

    0.02% of the 13F portfolio, value $777,378.

    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 15,725 shares
    Change vs previous 13F +1,623 shares

    0.01% of the 13F portfolio, value $644,741.

    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 14,102 shares
    Change vs previous 13F -844 shares

    0.01% of the 13F portfolio, value $476,930.

    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 14,946 shares
    Change vs previous 13F +1,891 shares

    0.01% of the 13F portfolio, value $457,796.

    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 13,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,828.

    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).