Valeo Financial Advisors, LLC MVIS — MICROVISION INC DEL COM NEW

Ownership history in Valeo Financial Advisors, LLC  ·  20 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported MICROVISION INC DEL COM NEW (MVIS) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows MVIS 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MVIS 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 MICROVISION INC DEL COM NEW, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 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.

MVIS stock page Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC held MVIS — position size vs. price
% of Fund (quarterly)    MVIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 60,289 -950 -1.6% 0.00% $20K 2026-07-08 $0.39
2026 Q1 UNCHANGED — — — 61,239 — 0% 0.00% $39K 2026-05-08 $0.67
2025 Q4 UNCHANGED — — — 61,239 — 0% 0.00% $51K 2026-02-04 $0.70
2025 Q3 UNCHANGED — — — 61,239 — 0% 0.00% $76K 2025-11-03 $1.15
2025 Q2 UNCHANGED — — — 61,239 — 0% 0.00% $70K 2025-07-22 $1.44
2025 Q1 ADDED — — — 61,239 +4,000 +7.0% 0.00% $76K 2025-04-30 $1.13
2024 Q4 ADDED — — — 57,239 +47,239 +472.4% 0.00% $75K 2025-01-30 $1.57
2024 Q4 REDUCED 82.1% -5.3% ✅ 10,000 -45,789 -82.1% 0.00% $13K 2025-01-30 $1.57
2024 Q3 ADDED — — — 55,789 +40,789 +271.9% 0.00% $64K 2024-10-10 $1.26
2024 Q3 REDUCED 72.2% +43.9% ❌ 15,000 -38,989 -72.2% 0.00% $17K 2024-10-10 $1.26
2024 Q2 ADDED — — — 53,989 +48,989 +979.8% 0.00% $57K 2024-07-10 $1.10
2024 Q2 REDUCED 90.4% +7.5% ❌ 5,000 -47,214 -90.4% 0.00% $5 2024-07-10 $1.10
2024 Q1 ADDED — — — 52,214 +31,214 +148.6% 0.00% $96K 2024-04-19 $1.40
2024 Q1 REDUCED 57.3% -42.9% ✅ 21,000 -28,154 -57.3% 0.00% $39 2024-04-19 $1.40
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MVIS

As of 2026 Q2 — sorted by position size

Paul R. Ried Financial Group, LLC 0.0% Canvas Wealth Advisors, LLC 3Y 0.0% Wealthcare Advisory Partners LLC 3Y 7Y 0.0%

FAQ About Valeo Financial Advisors, LLC and MVIS

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 MVIS?

Valeo Financial Advisors, LLC reported MVIS across 14 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for MVIS was 0.00% in 2024 Q1.

What is the latest reported MVIS position on this page?

The most recent filing on this page is 2026 Q2, when Valeo Financial Advisors, LLC reported 60,289 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this MVIS ownership page compare?

The chart compares Valeo Financial Advisors, LLC's quarterly MVIS 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.

How well did Valeo Financial Advisors, LLC time their MVIS position?

Based on 13F filing dates vs. subsequent MVIS price moves, Valeo Financial Advisors, LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on MVIS relative to SPY over the holding period was +0.2%.

← Back to Valeo Financial Advisors, LLC Holdings