Valeo Financial Advisors, LLC: ALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on ALL, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 4,446 ALL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 4,446 sharesChange vs previous 13F -40 shares
0.02% of the 13F portfolio, value $986,466.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 4,486 sharesChange vs previous 13F +1,618 shares
0.02% of the 13F portfolio, value $1,067,480.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,868 sharesChange vs previous 13F -1,290 shares
0.01% of the 13F portfolio, value $594,722.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,158 sharesChange vs previous 13F -25 shares
0.02% of the 13F portfolio, value $865,559.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,183 sharesChange vs previous 13F -148 shares
0.02% of the 13F portfolio, value $897,954.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,331 sharesChange vs previous 13F +239 shares
0.02% of the 13F portfolio, value $871,810.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,092 sharesChange vs previous 13F -151 shares
0.02% of the 13F portfolio, value $847,280.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,243 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $817,947.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).