Valeo Financial Advisors, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1722641 CARMEL, IN

Position in WPM

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

Position Value

$321,909

-$145,010 QoQ

Shares Held

2,866

-19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#611

of 849 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,204,732 across 3 Gold names. WPM ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	5,622	$525,094
2	AEM	Agnico Eagle Mines Ltd	2,306	$357,729
3	WPM	Wheaton Precious Metals Corp. This page	2,866	$321,909

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,909	2,866	-19.6%	Shares	Sole	2026-07-08
2026-03-31	$466,919	3,564	-24.4%	Shares	Sole	2026-05-08
2025-12-31	$554,341	4,717	+5.7%	Shares	Sole	2026-02-04
2025-09-30	$499,141	4,463	0.0%	Shares	Sole	2025-11-03
2025-06-30	$400,777	4,463	+0.9%	Shares	Sole	2025-09-12
2025-03-31	$343,279	4,422	0.0%	Shares	Sole	2025-04-30
2024-12-31	$248,693	4,422	-0.0%	Shares	Sole	2025-01-30
2024-09-30	$270,156	4,423	+49.9%	Shares	Sole	2024-10-10
2021-03-31	$112,719	2,950	+51.3%	Shares	Sole	2021-04-12
2020-12-31	$81,393	1,950	+143.1%	Shares	Sole	2021-02-11
2020-09-30	$39,354	802	-20.0%	Shares	Sole	2020-10-28
2020-06-30	$44,138	1,002	+3.6%	Shares	Sole	2020-07-20
2020-03-31	$26,621	967	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.