Back to FRMEP
Valeo Financial Advisors, LLC → FRMEP
Valeo Financial Advisors, LLC FRMEP Position History
First Merchants Corporation • Financial Services
Quarters held
5
Latest value
$615K
Q3 2026
Peak value
$615K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $464K |
| Q4 2025 | $485K |
| Q1 2026 | $516K |
| Q2 2026 | $604K |
| Q3 2026 | $615K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $615K | 12.6K | — | — |
| Q2 2026 | $604K | 12.6K | — | — |
| Q1 2026 | $516K | 12.5K | — | — |
| Q4 2025 | $485K | 12.4K | — | — |
| Q3 2025 | $464K | 12.3K | — | — |
Other funds holding FRMEP
$247.2M
$232.1M
$212M
$206.7M
$111.5M
$111.5M
$89.8M
$87.3M