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Valeo Financial Advisors, LLC: HEFA position timeline

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

Valeo Financial Advisors, LLC held 34,822 HEFA 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 34,822 shares
    Change vs previous 13F -2,611 shares

    0.03% of the 13F portfolio, value $1,615,393.

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

  2. period ended2026-06-30
    13F 37,433 shares
    Change vs previous 13F +575 shares

    0.04% of the 13F portfolio, value $1,756,544.

    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 36,858 shares
    Change vs previous 13F -396,907 shares

    0.04% of the 13F portfolio, value $1,566,281.

    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 433,765 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $17,940,520.

    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 433,765 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $17,181,432.

    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 433,765 shares
    Change vs previous 13F -49,023 shares

    0.41% of the 13F portfolio, value $16,465,719.

    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 482,788 shares
    Change vs previous 13F -6,752 shares

    0.49% of the 13F portfolio, value $17,520,377.

    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 489,540 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $17,011,515.

    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).