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Valeo Financial Advisors, LLC: ET position timeline

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

Valeo Financial Advisors, LLC held 213,824 ET 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 213,824 shares
    Change vs previous 13F +4,716 shares

    0.09% of the 13F portfolio, value $4,227,294.

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

  2. period ended2026-06-30
    13F 209,108 shares
    Change vs previous 13F +4,498 shares

    0.08% of the 13F portfolio, value $3,998,136.

    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 204,610 shares
    Change vs previous 13F +15,565 shares

    0.09% of the 13F portfolio, value $3,948,974.

    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 189,045 shares
    Change vs previous 13F +1,158 shares

    0.07% of the 13F portfolio, value $3,117,353.

    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 187,887 shares
    Change vs previous 13F -25,444 shares

    0.07% of the 13F portfolio, value $3,224,141.

    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 213,331 shares
    Change vs previous 13F +32,405 shares

    0.1% of the 13F portfolio, value $3,867,697.

    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 180,926 shares
    Change vs previous 13F -74,601 shares

    0.09% of the 13F portfolio, value $3,363,410.

    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 255,527 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,062,053.

    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).