Valeo Financial Advisors, LLC LPL β€” LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS

Ownership history in Valeo Financial Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS (LPL) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows LPL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valeo Financial Advisors, LLC's position in LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Valeo Financial Advisors, LLC held LPL β€” position size vs. price
% of Fund (quarterly)    LPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 19,945 +9,470 +90.4% 0.00% $78K 2026-07-08 $3.82
2026 Q1 INITIATED β€” β€” β€” 10,475 β€” β€” 0.00% $41K 2026-05-08 $4.39

FAQ About Valeo Financial Advisors, LLC and LPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valeo Financial Advisors, LLC reported owning LPL?

Valeo Financial Advisors, LLC reported LPL across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported LPL position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for LPL was 0.00% in 2026 Q2.

What is the latest reported LPL position on this page?

The most recent filing on this page is 2026 Q2, when Valeo Financial Advisors, LLC reported 19,945 shares, equal to 0.00% of portfolio, with an estimated market value of $78K.

What does the chart on this LPL ownership page compare?

The chart compares Valeo Financial Advisors, LLC's quarterly LPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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