Back to CLMT
Valeo Financial Advisors, LLC → CLMT
Valeo Financial Advisors, LLC CLMT Position History
Calumet, Inc.
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $705K |
| Q4 2025 | $767K |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 38.6K | — | — |
| Q2 2026 | $1.4M | 37.9K | — | — |
| Q1 2026 | $1.4M | 38.6K | — | — |
| Q4 2025 | $767K | 38.6K | — | — |
| Q3 2025 | $705K | 38.6K | — | — |
Other funds holding CLMT
$276.6M
$238.4M
$214M
$138.6M
$125M
$125M
$110.6M