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Valeo Financial Advisors, LLC: CRM position timeline

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

Valeo Financial Advisors, LLC held 19,789 CRM 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 19,789 shares
    Change vs previous 13F +346 shares

    0.1% of the 13F portfolio, value $4,542,888.

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

  2. period ended2026-06-30
    13F 19,443 shares
    Change vs previous 13F -1,018 shares

    0.06% of the 13F portfolio, value $3,045,896.

    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 20,461 shares
    Change vs previous 13F -10,502 shares

    0.09% of the 13F portfolio, value $3,819,425.

    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 30,963 shares
    Change vs previous 13F -2,889 shares

    0.18% of the 13F portfolio, value $8,202,282.

    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 33,852 shares
    Change vs previous 13F -443 shares

    0.18% of the 13F portfolio, value $8,022,981.

    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 34,295 shares
    Change vs previous 13F -46,608 shares

    0.23% of the 13F portfolio, value $9,351,942.

    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 80,903 shares
    Change vs previous 13F +903 shares

    0.26% of the 13F portfolio, value $9,291,306.

    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 80,000 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $11,261,914.

    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).