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Valeo Financial Advisors, LLC: GIS position timeline

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

Valeo Financial Advisors, LLC held 37,499 GIS 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 37,499 shares
    Change vs previous 13F -454 shares

    0.03% of the 13F portfolio, value $1,205,971.

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

  2. period ended2026-06-30
    13F 37,953 shares
    Change vs previous 13F +5,158 shares

    0.03% of the 13F portfolio, value $1,320,781.

    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 32,795 shares
    Change vs previous 13F +891 shares

    0.03% of the 13F portfolio, value $1,220,630.

    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 31,904 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $1,483,532.

    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 32,204 shares
    Change vs previous 13F +6,509 shares

    0.04% of the 13F portfolio, value $1,623,706.

    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 25,695 shares
    Change vs previous 13F -556 shares

    0.03% of the 13F portfolio, value $1,331,276.

    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 26,251 shares
    Change vs previous 13F +1,178 shares

    0.04% of the 13F portfolio, value $1,569,568.

    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 25,073 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,598,931.

    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).