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Valeo Financial Advisors, LLC: CB position timeline

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

Valeo Financial Advisors, LLC held 3,927 CB 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 3,927 shares
    Change vs previous 13F +276 shares

    0.03% of the 13F portfolio, value $1,277,295.

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

  2. period ended2026-06-30
    13F 3,651 shares
    Change vs previous 13F +555 shares

    0.03% of the 13F portfolio, value $1,244,068.

    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 3,096 shares
    Change vs previous 13F -2,111 shares

    0.02% of the 13F portfolio, value $1,009,094.

    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 5,207 shares
    Change vs previous 13F +656 shares

    0.04% of the 13F portfolio, value $1,625,181.

    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 4,551 shares
    Change vs previous 13F -2,116 shares

    0.03% of the 13F portfolio, value $1,284,379.

    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 6,667 shares
    Change vs previous 13F +1,958 shares

    0.05% of the 13F portfolio, value $1,931,487.

    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 4,709 shares
    Change vs previous 13F -405 shares

    0.04% of the 13F portfolio, value $1,422,116.

    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 5,114 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,413,120.

    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).