Valeo Financial Advisors, LLC SOUN β€” SOUNDHOUND AI INC CLASS A COM

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

AI Ownership Summary

Valeo Financial Advisors, LLC reported SOUNDHOUND AI INC CLASS A COM (SOUN) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. The latest visible filing shows SOUN 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 SOUN 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 SOUNDHOUND AI INC CLASS A COM, 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

SOUN 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 Q2 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 SOUN β€” position size vs. price
% of Fund (quarterly)    SOUN 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 REDUCED β€” β€” β€” 5,302 -6,698 -55.8% 0.00% $34K 2026-07-08 $6.80
2026 Q2 INITIATED β€” β€” β€” 12,000 β€” β€” 0.00% $78K 2026-07-08 $6.80

FAQ About Valeo Financial Advisors, LLC and SOUN

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 SOUN?

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

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

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

What is the latest reported SOUN position on this page?

The most recent filing on this page is 2026 Q2, when Valeo Financial Advisors, LLC reported 5,302 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this SOUN ownership page compare?

The chart compares Valeo Financial Advisors, LLC's quarterly SOUN 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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