Skip to content
Disclosery

Valeo Financial Advisors, LLC: EFA position timeline

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

Valeo Financial Advisors, LLC held 601,118 EFA 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 601,118 shares
    Change vs previous 13F -7,680 shares

    1.32% of the 13F portfolio, value $62,450,162.

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

  2. period ended2026-06-30
    13F 608,798 shares
    Change vs previous 13F -641 shares

    1.34% of the 13F portfolio, value $63,241,905.

    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 609,439 shares
    Change vs previous 13F -54,174 shares

    1.42% of the 13F portfolio, value $59,194,823.

    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 663,613 shares
    Change vs previous 13F +9,098 shares

    1.42% of the 13F portfolio, value $63,726,790.

    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 654,515 shares
    Change vs previous 13F +978 shares

    1.39% of the 13F portfolio, value $61,112,032.

    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 653,537 shares
    Change vs previous 13F +11,686 shares

    1.44% of the 13F portfolio, value $58,419,686.

    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 641,851 shares
    Change vs previous 13F +41,534 shares

    1.46% of the 13F portfolio, value $52,458,486.

    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 600,317 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $45,389,975.

    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).