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Valeo Financial Advisors, LLC: CL position timeline

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

Valeo Financial Advisors, LLC held 11,913 CL 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 11,913 shares
    Change vs previous 13F -1,241 shares

    0.02% of the 13F portfolio, value $1,016,442.

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

  2. period ended2026-06-30
    13F 13,154 shares
    Change vs previous 13F -1,562 shares

    0.03% of the 13F portfolio, value $1,205,995.

    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 14,716 shares
    Change vs previous 13F +2,257 shares

    0.03% of the 13F portfolio, value $1,254,283.

    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 12,459 shares
    Change vs previous 13F +727 shares

    0.02% of the 13F portfolio, value $984,519.

    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 11,732 shares
    Change vs previous 13F -469 shares

    0.02% of the 13F portfolio, value $937,862.

    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 12,201 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $1,109,035.

    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 12,112 shares
    Change vs previous 13F +474 shares

    0.03% of the 13F portfolio, value $1,134,901.

    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 11,638 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,058,017.

    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).