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Valeo Financial Advisors, LLC: DVY position timeline

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

Valeo Financial Advisors, LLC held 22,649 DVY 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 22,649 shares
    Change vs previous 13F -1,698 shares

    0.07% of the 13F portfolio, value $3,444,297.

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

  2. period ended2026-06-30
    13F 24,347 shares
    Change vs previous 13F +153 shares

    0.08% of the 13F portfolio, value $3,805,461.

    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 24,194 shares
    Change vs previous 13F +61 shares

    0.09% of the 13F portfolio, value $3,663,190.

    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 24,133 shares
    Change vs previous 13F +530 shares

    0.08% of the 13F portfolio, value $3,406,105.

    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 23,603 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $3,354,020.

    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 23,773 shares
    Change vs previous 13F +3,167 shares

    0.08% of the 13F portfolio, value $3,157,331.

    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 20,606 shares
    Change vs previous 13F +791 shares

    0.08% of the 13F portfolio, value $2,767,116.

    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 19,815 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,601,571.

    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).