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Valeo Financial Advisors, LLC → UI
Valeo Financial Advisors, LLC UI Position History
Ubiquiti Inc. • Technology
Quarters held
5
Latest value
$611K
Q3 2026
Peak value
$832K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $677K |
| Q4 2025 | $579K |
| Q1 2026 | $832K |
| Q2 2026 | $565K |
| Q3 2026 | $611K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $611K | 1.1K | — | — |
| Q2 2026 | $565K | 1.1K | — | — |
| Q1 2026 | $832K | 1.1K | — | — |
| Q4 2025 | $579K | 1.0K | — | — |
| Q3 2025 | $677K | 1.0K | — | — |