Position in MVIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$19,895
-$19,297 QoQ
Shares Held
60,289
-1.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 17 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MVIS Over Time
Shares Held
Position Value (USD)
Derivatives in MVIS
reported options exposure · as of Dec 31, 2024CallValue
$13,100
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,456,351 across 5 Scientific & Technical Instruments names. MVIS ranks #5 (1.4% of the industry book) .
All Filings in MVIS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,895 | 60,289 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $39,192 | 61,239 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $50,828 | 61,239 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $75,936 | 61,239 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $69,812 | 61,239 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $75,936 | 61,239 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $74,983 | 57,239 | Shares | Sole | 2025-01-30 | |
| 2024-12-31 | $13,100 | 10,000 | Call | Sole | 2025-01-30 | |
| 2024-09-30 | $17,100 | 15,000 | Call | Sole | 2024-10-10 | |
| 2024-09-30 | $63,599 | 55,789 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,300 | 5,000 | Call | Sole | 2024-07-10 | |
| 2024-06-30 | $57,228 | 53,989 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $96,073 | 52,214 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $104,538 | 39,300 | Call | Sole | 2024-01-29 | |
| 2023-12-31 | $130,749 | 49,154 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $92,864 | 42,404 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $91,980 | 42,000 | Call | Sole | 2023-10-20 | |
| 2023-06-30 | $151,158 | 33,004 | Shares | Sole | 2023-07-14 | |
| 2020-06-30 | $1,020 | 750 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||