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Valeo Financial Advisors, LLC: COST position timeline

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

Valeo Financial Advisors, LLC held 8,735 COST 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 8,735 shares
    Change vs previous 13F -446 shares

    0.17% of the 13F portfolio, value $7,952,901.

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

  2. period ended2026-06-30
    13F 9,181 shares
    Change vs previous 13F -125 shares

    0.18% of the 13F portfolio, value $8,589,650.

    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 9,306 shares
    Change vs previous 13F -1,842 shares

    0.22% of the 13F portfolio, value $9,272,534.

    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 11,148 shares
    Change vs previous 13F -259 shares

    0.21% of the 13F portfolio, value $9,613,568.

    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 11,407 shares
    Change vs previous 13F -619 shares

    0.24% of the 13F portfolio, value $10,559,036.

    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 12,026 shares
    Change vs previous 13F -1,065 shares

    0.29% of the 13F portfolio, value $11,905,178.

    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 13,091 shares
    Change vs previous 13F +294 shares

    0.35% of the 13F portfolio, value $12,380,128.

    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 12,797 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,725,131.

    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).