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Valeo Financial Advisors, LLC: CEF position timeline

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

Valeo Financial Advisors, LLC held 26,154 CEF 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 26,154 shares
    Change vs previous 13F -478 shares

    0.02% of the 13F portfolio, value $1,086,422.

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

  2. period ended2026-06-30
    13F 26,632 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $1,071,420.

    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 26,770 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $1,277,465.

    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 27,483 shares
    Change vs previous 13F -764 shares

    0.03% of the 13F portfolio, value $1,258,722.

    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 28,247 shares
    Change vs previous 13F -538 shares

    0.02% of the 13F portfolio, value $1,036,396.

    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 28,785 shares
    Change vs previous 13F +479 shares

    0.02% of the 13F portfolio, value $866,439.

    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 28,306 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $804,184.

    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 28,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $673,152.

    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).