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Disclosery

Valeo Financial Advisors, LLC: EW position timeline

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

Valeo Financial Advisors, LLC held 4,148 EW 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 4,148 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $358,055.

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

  2. period ended2026-06-30
    13F 4,146 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $375,047.

    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 3,658 shares
    Change vs previous 13F -3,362 shares

    0.01% of the 13F portfolio, value $292,933.

    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 7,020 shares
    Change vs previous 13F -1,027 shares

    0.01% of the 13F portfolio, value $598,455.

    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 8,047 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $625,815.

    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 5,875 shares
    Change vs previous 13F +739 shares

    0.01% of the 13F portfolio, value $459,484.

    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 5,136 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $372,257.

    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 4,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,706.

    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).