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Valeo Financial Advisors, LLC: CSRE position timeline

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

Valeo Financial Advisors, LLC held 104,582 CSRE 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 104,582 shares
    Change vs previous 13F +6,518 shares

    0.06% of the 13F portfolio, value $2,792,331.

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

  2. period ended2026-06-30
    13F 98,064 shares
    Change vs previous 13F +677 shares

    0.06% of the 13F portfolio, value $2,783,055.

    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 97,387 shares
    Change vs previous 13F +39,922 shares

    0.06% of the 13F portfolio, value $2,559,329.

    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 57,465 shares
    Change vs previous 13F +17,758 shares

    0.03% of the 13F portfolio, value $1,466,159.

    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 39,707 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,034,364.

    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).