Skip to content
Disclosery

Valeo Financial Advisors, LLC: EFG position timeline

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

Valeo Financial Advisors, LLC held 13,779 EFG 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 13,779 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $1,651,120.

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

  2. period ended2026-06-30
    13F 13,898 shares
    Change vs previous 13F +283 shares

    0.04% of the 13F portfolio, value $1,729,241.

    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 13,615 shares
    Change vs previous 13F +90 shares

    0.04% of the 13F portfolio, value $1,516,257.

    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 13,525 shares
    Change vs previous 13F -959 shares

    0.03% of the 13F portfolio, value $1,540,722.

    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 14,484 shares
    Change vs previous 13F +1,662 shares

    0.04% of the 13F portfolio, value $1,649,399.

    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 12,822 shares
    Change vs previous 13F +1,042 shares

    0.04% of the 13F portfolio, value $1,436,038.

    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 11,780 shares
    Change vs previous 13F +1,251 shares

    0.03% of the 13F portfolio, value $1,178,000.

    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 10,529 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,019,523.

    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).