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Valeo Financial Advisors, LLC: IMSR position timeline

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

Valeo Financial Advisors, LLC held 15,000 IMSR 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 15,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $58,350.

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

  2. period ended2026-06-30
    13F 15,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $106,200.

    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 ยง4.2).