Skip to content
Disclosery

Valeo Financial Advisors, LLC: ITOT position timeline

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

Valeo Financial Advisors, LLC held 26,349 ITOT 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 26,349 shares
    Change vs previous 13F +3,096 shares

    0.09% of the 13F portfolio, value $4,381,364.

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

  2. period ended2026-06-30
    13F 23,253 shares
    Change vs previous 13F +9,285 shares

    0.08% of the 13F portfolio, value $3,819,743.

    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 13,968 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $1,989,414.

    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 13,929 shares
    Change vs previous 13F -408 shares

    0.05% of the 13F portfolio, value $2,071,098.

    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 14,337 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $2,088,196.

    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 15,359 shares
    Change vs previous 13F +678 shares

    0.05% of the 13F portfolio, value $2,074,096.

    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 14,681 shares
    Change vs previous 13F +70 shares

    0.05% of the 13F portfolio, value $1,791,194.

    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 14,611 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,879,329.

    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).