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Valeo Financial Advisors, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on ACWI, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 13,515 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,515 shares
    Change vs previous 13F +666 shares

    0.05% of the 13F portfolio, value $2,145,698.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,849 shares
    Change vs previous 13F +360 shares

    0.04% of the 13F portfolio, value $2,016,919.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 12,489 shares
    Change vs previous 13F +249 shares

    0.04% of the 13F portfolio, value $1,728,153.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,240 shares
    Change vs previous 13F +893 shares

    0.04% of the 13F portfolio, value $1,731,807.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,347 shares
    Change vs previous 13F +957 shares

    0.04% of the 13F portfolio, value $1,568,549.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 10,390 shares
    Change vs previous 13F +715 shares

    0.03% of the 13F portfolio, value $1,336,101.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,675 shares
    Change vs previous 13F -1,716 shares

    0.03% of the 13F portfolio, value $1,126,122.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 11,391 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,338,494.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).