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Valeo Financial Advisors, LLC: CMI position timeline

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

Valeo Financial Advisors, LLC held 9,345 CMI 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 9,345 shares
    Change vs previous 13F -265 shares

    0.1% of the 13F portfolio, value $4,827,539.

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

  2. period ended2026-06-30
    13F 9,610 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $6,853,922.

    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 9,635 shares
    Change vs previous 13F -1,511 shares

    0.12% of the 13F portfolio, value $5,183,836.

    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 11,146 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $5,689,374.

    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 11,147 shares
    Change vs previous 13F -916 shares

    0.11% of the 13F portfolio, value $4,708,297.

    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 12,063 shares
    Change vs previous 13F +477 shares

    0.1% of the 13F portfolio, value $3,950,516.

    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 11,586 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $3,631,375.

    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 11,554 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,027,787.

    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).