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Valeo Financial Advisors, LLC: DE position timeline

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

Valeo Financial Advisors, LLC held 9,519 DE 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 9,519 shares
    Change vs previous 13F +691 shares

    0.13% of the 13F portfolio, value $6,392,268.

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

  2. period ended2026-06-30
    13F 8,828 shares
    Change vs previous 13F +343 shares

    0.12% of the 13F portfolio, value $5,600,167.

    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 8,485 shares
    Change vs previous 13F -741 shares

    0.11% of the 13F portfolio, value $4,779,436.

    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 9,226 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $4,295,305.

    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 9,524 shares
    Change vs previous 13F -554 shares

    0.1% of the 13F portfolio, value $4,355,000.

    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 10,078 shares
    Change vs previous 13F +1,843 shares

    0.13% of the 13F portfolio, value $5,124,350.

    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 8,235 shares
    Change vs previous 13F +216 shares

    0.11% of the 13F portfolio, value $3,865,008.

    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 8,019 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,397,855.

    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).