Valeo Financial Advisors, LLC: IRM position timeline

Valeo Financial Advisors, LLC held 2,034 IRM 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 2,034 shares

   Change vs previous 13F +114 shares

   <0.01% of the 13F portfolio, value $225,660.

   13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
   Accepted 2026-10-08 14:13:57 UTC, ingested 2026-10-08 14:14:53 UTC

2. period ended2026-06-30

   13F 1,920 shares

   Change vs previous 13F +1,920 shares

   0.01% of the 13F portfolio, value $242,562.

   13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,173 shares

   13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 2,173 shares

   Change vs previous 13F +85 shares

   0.01% of the 13F portfolio, value $221,480.

   13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 2,088 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $214,173.

   13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
   Filed 2025-09-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).