Valeo Financial Advisors, LLC

Position in ALGN — Align Technology Inc

CIK 1722641 CARMEL, IN

Position in ALGN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$273,735

-$29,010 QoQ

Shares Held

1,623

-8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#430

of 669 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,500,750 across 3 Medical Instruments & Supplies names. ALGN ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	2,574	$1,023,628
2	ALGN	Align Technology Inc This page	1,623	$273,735
3	BDX	Becton Dickinson & Co	1,344	$203,387

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,735	1,623	-8.1%	Shares	Sole	2026-07-08
2026-03-31	$302,745	1,766	+7.4%	Shares	Sole	2026-05-08
2025-12-31	$256,710	1,644	-4.8%	Shares	Sole	2026-02-04
2025-06-30	$326,972	1,727	+1.8%	Shares	Sole	2025-09-12
2024-12-31	$353,632	1,696	-36.7%	Shares	Sole	2025-01-30
2024-09-30	$681,323	2,679	+114.7%	Shares	Sole	2024-10-10
2024-06-30	$301,304	1,248	+4357.1%	Shares	Sole	2024-07-10
2021-03-31	$15,162	28	-24.3%	Shares	Sole	2021-04-12
2020-12-31	$19,772	37	+32.1%	Shares	Sole	2021-02-11
2020-09-30	$9,166	28	-36.4%	Shares	Sole	2020-10-28
2020-06-30	$12,075	44	-64.5%	Shares	Sole	2020-07-20
2020-03-31	$21,569	124	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.