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Valeo Financial Advisors, LLC: ITW position timeline

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

Valeo Financial Advisors, LLC held 6,783 ITW 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 6,783 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $1,745,247.

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

  2. period ended2026-06-30
    13F 6,650 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $1,798,759.

    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 6,565 shares
    Change vs previous 13F -1,020 shares

    0.04% of the 13F portfolio, value $1,708,922.

    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 7,585 shares
    Change vs previous 13F +182 shares

    0.04% of the 13F portfolio, value $1,868,297.

    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 7,403 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $1,930,524.

    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 7,365 shares
    Change vs previous 13F +4,251 shares

    0.04% of the 13F portfolio, value $1,821,108.

    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 3,114 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $772,415.

    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 3,147 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $798,055.

    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).