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Valeo Financial Advisors, LLC → SMC
Valeo Financial Advisors, LLC SMC Position History
Summit Midstream Corporation • Utilities
Quarters held
2
Latest value
$285K
Q3 2026
Peak value
$285K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $268K |
| Q3 2026 | $285K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $285K | 9.4K | — | — |
| Q2 2026 | $268K | 9.4K | — | — |