Position in TALK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,683,016
+$7,807 QoQ
Shares Held
323,657
-0.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#52
of 169 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TALK Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,725,875 across 2 Health Information Services names. TALK ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TALK |
Talkspace, Inc.
This page
|
323,657 | $1,683,016 | |
| 2 | DH |
Definitive Healthcare Corp.
|
51,582 | $42,859 |
All Filings in TALK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,016 | 323,657 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,675,209 | 323,712 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,614,776 | 444,842 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,293,667 | 468,720 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,303,041 | 468,720 | 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. | ||||||