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Valeo Financial Advisors, LLC: DOCU position timeline

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

Valeo Financial Advisors, LLC held 4,157 DOCU 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 4,157 shares
    Change vs previous 13F +4,157 shares

    0.01% of the 13F portfolio, value $279,143.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,519 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3,519 shares
    Change vs previous 13F +947 shares

    0.01% of the 13F portfolio, value $253,702.

    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).

  4. period ended2025-06-30
    13F/A 2,572 shares
    Change vs previous 13F -572 shares

    <0.01% of the 13F portfolio, value $200,352.

    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).

  5. period ended2025-03-31
    13F 3,144 shares
    Change vs previous 13F +314 shares

    0.01% of the 13F portfolio, value $255,941.

    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).

  6. period ended2024-12-31
    13F 2,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,552.

    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).