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Valeo Financial Advisors, LLC: VGT position timeline

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

Valeo Financial Advisors, LLC held 37,909 VGT 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 37,909 shares
    Change vs previous 13F -176 shares

    0.1% of the 13F portfolio, value $4,764,038.

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

  2. period ended2026-06-30
    13F 38,085 shares
    Change vs previous 13F +33,393 shares

    0.1% of the 13F portfolio, value $4,551,878.

    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 4,692 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $3,273,440.

    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 4,742 shares
    Change vs previous 13F +82 shares

    0.08% of the 13F portfolio, value $3,574,677.

    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 4,660 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $3,479,452.

    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 4,623 shares
    Change vs previous 13F +1,074 shares

    0.08% of the 13F portfolio, value $3,066,322.

    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 3,549 shares
    Change vs previous 13F -96 shares

    0.05% of the 13F portfolio, value $1,925,144.

    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 3,645 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,266,462.

    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).