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Valeo Financial Advisors, LLC: IJR position timeline

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

Valeo Financial Advisors, LLC held 2,099,696 IJR 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 2,099,696 shares
    Change vs previous 13F -36,785 shares

    5.34% of the 13F portfolio, value $253,226,551.

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

  2. period ended2026-06-30
    13F 2,136,481 shares
    Change vs previous 13F +15,229 shares

    5.94% of the 13F portfolio, value $281,495,435.

    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 2,121,252 shares
    Change vs previous 13F -92,124 shares

    5.72% of the 13F portfolio, value $239,293,195.

    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 2,213,376 shares
    Change vs previous 13F -88,865 shares

    5.42% of the 13F portfolio, value $243,718,468.

    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 2,302,241 shares
    Change vs previous 13F +34,802 shares

    6.19% of the 13F portfolio, value $271,135,206.

    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 2,267,439 shares
    Change vs previous 13F +45,685 shares

    6.04% of the 13F portfolio, value $245,566,334.

    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 2,221,754 shares
    Change vs previous 13F +90,655 shares

    6.14% of the 13F portfolio, value $220,201,420.

    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 2,131,099 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $232,173,028.

    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).