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Valeo Financial Advisors, LLC: F position timeline

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

Valeo Financial Advisors, LLC held 96,688 F 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 96,688 shares
    Change vs previous 13F -4,735 shares

    0.02% of the 13F portfolio, value $1,166,054.

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

  2. period ended2026-06-30
    13F 101,423 shares
    Change vs previous 13F +9,934 shares

    0.03% of the 13F portfolio, value $1,409,783.

    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 91,489 shares
    Change vs previous 13F -23,943 shares

    0.03% of the 13F portfolio, value $1,055,782.

    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 115,432 shares
    Change vs previous 13F -3,453 shares

    0.03% of the 13F portfolio, value $1,514,469.

    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 118,885 shares
    Change vs previous 13F +3,046 shares

    0.03% of the 13F portfolio, value $1,421,865.

    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 115,839 shares
    Change vs previous 13F -14,745 shares

    0.03% of the 13F portfolio, value $1,256,850.

    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 130,584 shares
    Change vs previous 13F +32,448 shares

    0.04% of the 13F portfolio, value $1,309,757.

    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 98,136 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $971,544.

    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).