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Valeo Financial Advisors, LLC: IJH position timeline

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

Valeo Financial Advisors, LLC held 3,162,668 IJH 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 3,162,668 shares
    Change vs previous 13F -36,203 shares

    4.6% of the 13F portfolio, value $217,906,845.

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

  2. period ended2026-06-30
    13F 3,198,871 shares
    Change vs previous 13F -14,109 shares

    4.99% of the 13F portfolio, value $236,314,130.

    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 3,212,980 shares
    Change vs previous 13F -133,028 shares

    5.01% of the 13F portfolio, value $209,602,550.

    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 3,346,008 shares
    Change vs previous 13F -351,833 shares

    4.76% of the 13F portfolio, value $214,005,882.

    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 3,697,841 shares
    Change vs previous 13F +65,084 shares

    5.5% of the 13F portfolio, value $241,024,813.

    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 3,632,757 shares
    Change vs previous 13F +160,857 shares

    5.54% of the 13F portfolio, value $225,022,221.

    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 3,471,900 shares
    Change vs previous 13F +332,514 shares

    5.65% of the 13F portfolio, value $202,320,397.

    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 3,139,386 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $195,615,112.

    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).