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Valeo Financial Advisors, LLC → PLDGP

Valeo Financial Advisors, LLC PLDGP Position History

PLDGP

Quarters held
5
Latest value
$160.5M
Q3 2026
Peak value
$167.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$100.2M
Q4 2025$108.5M
Q1 2026$163.7M
Q2 2026$167.6M
Q3 2026$160.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$160.5M1.24M——
Q2 2026$167.6M1.24M——
Q1 2026$163.7M1.24M——
Q4 2025$108.5M850.0K——
Q3 2025$100.2M875.1K——

Other funds holding PLDGP

Other Valeo Financial Advisors, LLC positions

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$635.2M
SPY

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$626.7M
SPY

SPDR S&P 500 ETF

$599.9M
ETHA

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$281.5M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$271.1M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$253.2M