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Valeo Financial Advisors, LLC: IEFA position timeline

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

Valeo Financial Advisors, LLC held 1,226,784 IEFA 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 1,226,784 shares
    Change vs previous 13F +55,920 shares

    1.79% of the 13F portfolio, value $84,974,367.

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

  2. period ended2026-06-30
    13F 1,170,864 shares
    Change vs previous 13F +37,760 shares

    1.68% of the 13F portfolio, value $79,416,120.

    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 1,133,104 shares
    Change vs previous 13F +38,260 shares

    1.73% of the 13F portfolio, value $72,524,042.

    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 1,094,844 shares
    Change vs previous 13F +71,158 shares

    1.54% of the 13F portfolio, value $69,128,917.

    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 1,023,686 shares
    Change vs previous 13F +58,119 shares

    1.41% of the 13F portfolio, value $61,898,412.

    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 965,567 shares
    Change vs previous 13F +44,884 shares

    1.4% of the 13F portfolio, value $56,929,199.

    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 920,683 shares
    Change vs previous 13F +295,369 shares

    1.37% of the 13F portfolio, value $49,114,002.

    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 625,314 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $43,947,081.

    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).