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Valeo Financial Advisors, LLC: GS position timeline

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

Valeo Financial Advisors, LLC held 8,056 GS 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 8,056 shares
    Change vs previous 13F +70 shares

    0.15% of the 13F portfolio, value $7,253,080.

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

  2. period ended2026-06-30
    13F 7,986 shares
    Change vs previous 13F +206 shares

    0.17% of the 13F portfolio, value $8,077,116.

    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 7,780 shares
    Change vs previous 13F -731 shares

    0.16% of the 13F portfolio, value $6,581,973.

    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 8,511 shares
    Change vs previous 13F -106 shares

    0.17% of the 13F portfolio, value $7,480,730.

    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 8,617 shares
    Change vs previous 13F -845 shares

    0.16% of the 13F portfolio, value $6,862,212.

    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 9,462 shares
    Change vs previous 13F -18,337 shares

    0.16% of the 13F portfolio, value $6,696,575.

    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 27,799 shares
    Change vs previous 13F +279 shares

    0.14% of the 13F portfolio, value $4,878,385.

    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 27,520 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,952,818.

    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).