Valeo Financial Advisors, LLC

Position in RIO — Rio Tinto PLC

CIK 1722641 CARMEL, IN

Position in RIO

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

Position Value

$345,165

+$44,772 QoQ

Shares Held

3,636

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#600

of 966 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,035,138 across 2 Other Industrial Metals & Mining names. RIO ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BHP	BHP Group Ltd	8,282	$689,973
2	RIO	Rio Tinto PLC This page	3,636	$345,165

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,165	3,636	+12.9%	Shares	Sole	2026-07-08
2026-03-31	$300,393	3,220	-34.4%	Shares	Sole	2026-05-08
2025-12-31	$392,867	4,909	-6.9%	Shares	Sole	2026-02-04
2025-09-30	$347,938	5,271	+29.8%	Shares	Sole	2025-11-03
2025-06-30	$236,878	4,061	-36.6%	Shares	Sole	2025-09-12
2025-03-31	$384,692	6,403	+58.6%	Shares	Sole	2025-04-30
2024-12-31	$237,474	4,038	-23.5%	Shares	Sole	2025-01-30
2024-09-30	$375,421	5,275	-27.9%	Shares	Sole	2024-10-10
2024-06-30	$482,475	7,318	0.0%	Shares	Sole	2024-07-10
2024-03-31	$466,449	7,318	-15.5%	Shares	Sole	2024-04-25
2023-12-31	$645,195	8,665	+7.1%	Shares	Sole	2024-01-29
2023-09-30	$514,656	8,087	+96.8%	Shares	Sole	2023-10-20
2023-06-30	$262,318	4,109	-33.5%	Shares	Sole	2023-07-14
2023-03-31	$423,605	6,175	+108.6%	Shares	Sole	2023-04-17
2022-12-31	$210,752	2,960	+30.9%	Shares	Sole	2023-02-09
2021-03-31	$175,644	2,262	+40.3%	Shares	Sole	2021-04-12
2020-12-31	$121,254	1,612	+563.4%	Shares	Sole	2021-02-11
2020-09-30	$14,674	243	+20.9%	Shares	Sole	2020-10-28
2020-06-30	$11,292	201	+32.2%	Shares	Sole	2020-07-20
2020-03-31	$6,925	152	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.