Skip to content
Disclosery

Valeo Financial Advisors, LLC: CVS position timeline

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

Valeo Financial Advisors, LLC held 21,888 CVS 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 21,888 shares
    Change vs previous 13F -2,589 shares

    0.04% of the 13F portfolio, value $1,875,625.

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

  2. period ended2026-06-30
    13F 24,477 shares
    Change vs previous 13F +721 shares

    0.05% of the 13F portfolio, value $2,532,100.

    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 23,756 shares
    Change vs previous 13F -8,881 shares

    0.04% of the 13F portfolio, value $1,706,141.

    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 32,637 shares
    Change vs previous 13F +1,475 shares

    0.06% of the 13F portfolio, value $2,590,057.

    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 31,162 shares
    Change vs previous 13F +4,389 shares

    0.05% of the 13F portfolio, value $2,349,296.

    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 26,773 shares
    Change vs previous 13F -3,716 shares

    0.05% of the 13F portfolio, value $1,846,790.

    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 30,489 shares
    Change vs previous 13F +1,532 shares

    0.06% of the 13F portfolio, value $2,065,619.

    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 28,957 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,299,879.

    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).