Position in LPL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$77,586
+$36,943 QoQ
Shares Held
19,945
+90.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 15 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $149,697,406 across 3 Consumer Electronics names. LPL ranks #3 (0.1% of the industry book) .
All Filings in LPL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,586 | 19,945 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $40,643 | 10,475 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||