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Valeo Financial Advisors, LLC: DGRO position timeline

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

Valeo Financial Advisors, LLC held 15,016 DGRO 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 15,016 shares
    Change vs previous 13F +521 shares

    0.02% of the 13F portfolio, value $1,132,071.

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

  2. period ended2026-06-30
    13F 14,495 shares
    Change vs previous 13F -1,910 shares

    0.02% of the 13F portfolio, value $1,098,571.

    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 16,405 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $1,151,272.

    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 16,238 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $1,127,237.

    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 16,236 shares
    Change vs previous 13F +1,584 shares

    0.03% of the 13F portfolio, value $1,105,337.

    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 14,652 shares
    Change vs previous 13F +229 shares

    0.02% of the 13F portfolio, value $936,869.

    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 14,423 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $891,042.

    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 14,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $886,879.

    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).