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Valeo Financial Advisors, LLC: DOC position timeline

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

Valeo Financial Advisors, LLC held 16,937 DOC 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 16,937 shares
    Change vs previous 13F +543 shares

    0.01% of the 13F portfolio, value $338,231.

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

  2. period ended2026-06-30
    13F 16,394 shares
    Change vs previous 13F -2,341 shares

    0.01% of the 13F portfolio, value $350,839.

    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 18,735 shares
    Change vs previous 13F +2,215 shares

    0.01% of the 13F portfolio, value $307,819.

    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 16,520 shares
    Change vs previous 13F -1,125 shares

    0.01% of the 13F portfolio, value $265,644.

    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 17,645 shares
    Change vs previous 13F +1,608 shares

    0.01% of the 13F portfolio, value $337,897.

    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 16,037 shares
    Change vs previous 13F -3,895 shares

    0.01% of the 13F portfolio, value $280,807.

    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 19,932 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $403,024.

    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 20,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,270.

    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).