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Valeo Financial Advisors, LLC: CI position timeline

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

Valeo Financial Advisors, LLC held 3,123 CI 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 3,123 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $848,891.

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

  2. period ended2026-06-30
    13F 3,314 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $913,504.

    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 2,919 shares
    Change vs previous 13F -890 shares

    0.02% of the 13F portfolio, value $778,729.

    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 3,809 shares
    Change vs previous 13F -498 shares

    0.02% of the 13F portfolio, value $1,048,376.

    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 4,307 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $1,241,562.

    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 4,319 shares
    Change vs previous 13F +286 shares

    0.04% of the 13F portfolio, value $1,427,656.

    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 4,033 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $1,326,724.

    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 4,023 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,110,977.

    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).