Valeo Financial Advisors, LLC: CHTR position timeline

Valeo Financial Advisors, LLC held 0 CHTR shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -829 shares

   13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 829 shares

   Change vs previous 13F -527 shares

   0.01% of the 13F portfolio, value $228,062.

   13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F/A 1,356 shares

   Change vs previous 13F +223 shares

   0.01% of the 13F portfolio, value $554,346.

   13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
   Filed 2025-09-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-03-31

   13F 1,133 shares

   Change vs previous 13F +7 shares

   0.01% of the 13F portfolio, value $417,544.

   13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 1,126 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $385,959.

   13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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