Skip to content
Disclosery

Valeo Financial Advisors, LLC: CLS position timeline

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

Valeo Financial Advisors, LLC held 5,514 CLS 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 5,514 shares
    Change vs previous 13F -986 shares

    0.04% of the 13F portfolio, value $1,992,882.

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

  2. period ended2026-06-30
    13F 6,500 shares
    Change vs previous 13F +1,557 shares

    0.05% of the 13F portfolio, value $2,371,282.

    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 4,943 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $1,392,384.

    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 4,874 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $1,440,845.

    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 4,724 shares
    Change vs previous 13F +361 shares

    0.03% of the 13F portfolio, value $1,163,934.

    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 4,363 shares
    Change vs previous 13F +849 shares

    0.02% of the 13F portfolio, value $681,069.

    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 3,514 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $276,938.

    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 3,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $328,680.

    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).