Valeo Financial Advisors, LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on CMG, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 10,032 CMG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 10,032 sharesChange vs previous 13F +397 shares
0.01% of the 13F portfolio, value $320,526.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 9,635 sharesChange vs previous 13F -196 shares
0.01% of the 13F portfolio, value $327,591.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,831 sharesChange vs previous 13F -5,453 shares
0.01% of the 13F portfolio, value $314,705.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,284 sharesChange vs previous 13F -1,368 shares
0.01% of the 13F portfolio, value $565,519.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,652 sharesChange vs previous 13F -3,129 shares
0.01% of the 13F portfolio, value $652,584.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 19,781 sharesChange vs previous 13F +3,102 shares
0.03% of the 13F portfolio, value $1,110,707.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,679 sharesChange vs previous 13F +971 shares
0.02% of the 13F portfolio, value $837,465.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,708 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $947,208.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).