Ubiquiti shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Ubiquiti
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Quarterly reported holdings in Ubiquiti by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $579k | 1.0k | 553.35 |
| 2025-09-30 | $677k | 1.0k | 660.58 |
| 2025-06-30 | $422k | 1.0k | 411.65 |
| 2025-03-31 | $310k | 1.0k | 310.14 |
| 2024-12-31 | $332k | 1.0k | 331.93 |
| 2024-09-30 | $222k | 1.0k | 221.72 |
| 2023-03-31 | $273k | 1.0k | 271.69 |
| 2022-12-31 | $290k | 1.1k | 273.53 |
| 2022-09-30 | $311k | 1.1k | 293.40 |
| 2022-06-30 | $263k | 1.1k | 248.11 |
| 2022-03-31 | $307k | 1.1k | 291.00 |
| 2021-12-31 | $324k | 1.1k | 307.11 |
| 2021-09-30 | $300k | 1.0k | 298.51 |
| 2021-06-30 | $312k | 1.0k | 312.00 |
| 2021-03-31 | $298k | 1.0k | 298.00 |
| 2020-12-31 | $279k | 1.0k | 279.00 |
| 2020-09-30 | $167k | 1.0k | 167.00 |
| 2020-06-30 | $175k | 1.0k | 175.00 |
| 2020-03-31 | $157k | 1.0k | 157.00 |
| 2019-12-31 | $189k | 1.0k | 189.00 |
| 2019-09-30 | $119k | 1.0k | 118.17 |