Skip to content
Disclosery

Valeo Financial Advisors, LLC: ESGV position timeline

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

Valeo Financial Advisors, LLC held 3,068 ESGV 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 3,068 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $415,806.

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

  2. period ended2026-06-30
    13F 3,068 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $405,712.

    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 3,068 shares
    Change vs previous 13F -1,506 shares

    0.01% of the 13F portfolio, value $344,444.

    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 4,574 shares
    Change vs previous 13F -333 shares

    0.01% of the 13F portfolio, value $553,271.

    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 4,907 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $581,185.

    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 5,037 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $552,257.

    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 5,037 shares
    Change vs previous 13F +1,026 shares

    0.01% of the 13F portfolio, value $493,374.

    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 4,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $420,714.

    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).