Valeo Financial Advisors’s Longeveron LGVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,087
Closed -$7.64K – 886
2026
Q2
$7.64K Buy
+1,087
New +$9.41K ﹤0.01% 833

Valeo Financial Advisors's LGVN Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Longeveron (LGVN) in Q3 2026, closing a stake of 1,087 shares — an estimated $7.64K sold.

Valeo Financial Advisors first reported a position in LGVN in Q2 2026 and held it in 1 quarter. The position peaked at $7.64K in Q2 2026. 0 funds tracked by Wall St. Rank hold LGVN as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Longeveron position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,087 Longeveron shares in Q3 2026, an estimated $7.64K.
  • Valeo Financial Advisors first reported a position in Longeveron in Q2 2026 and held it in 1 quarter.
  • Valeo Financial Advisors's Longeveron position peaked at $7.64K in Q2 2026.
  • 0 funds tracked by Wall St. Rank held Longeveron as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.