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Valeo Financial Advisors, LLC: XLP position timeline

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

Valeo Financial Advisors, LLC held 13,500 XLP 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 13,500 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $1,088,100.

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

  2. period ended2026-06-30
    13F 13,679 shares
    Change vs previous 13F -262 shares

    0.02% of the 13F portfolio, value $1,136,315.

    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 13,941 shares
    Change vs previous 13F -139 shares

    0.03% of the 13F portfolio, value $1,142,862.

    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 14,080 shares
    Change vs previous 13F +618 shares

    0.02% of the 13F portfolio, value $1,093,757.

    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 13,462 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $1,055,033.

    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 13,460 shares
    Change vs previous 13F +201 shares

    0.03% of the 13F portfolio, value $1,089,890.

    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 13,259 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $1,082,837.

    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 13,261 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,042,486.

    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).