Valeo Financial Advisors, LLC

Position in TALK — Talkspace, Inc.

CIK 1722641 CARMEL, IN

Position in TALK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,675,209

+$60,433 QoQ

Shares Held

323,712

-27.2% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Valeo Financial Advisors, LLC holds $2,003,583 across 3 Health Information Services names. TALK ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TALK	Talkspace, Inc. This page	323,712	$1,675,209
2	HTFL	Heartflow, Inc.	10,889	$264,929
3	DH	Definitive Healthcare Corp.	51,582	$63,445

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,675,209	323,712	-27.2%	Shares	Sole	2026-05-08
2025-12-31	$1,614,776	444,842	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$1,293,667	468,720	0.0%	Shares	Sole	2025-11-03
2025-06-30	$1,303,041	468,720	-7.6%	Shares	Sole	2025-09-12
2025-03-31	$1,298,222	507,118	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.