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Valeo Financial Advisors, LLC: IVE position timeline

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

Valeo Financial Advisors, LLC held 14,945 IVE 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 14,945 shares
    Change vs previous 13F -2,848 shares

    0.07% of the 13F portfolio, value $3,411,626.

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

  2. period ended2026-06-30
    13F 17,793 shares
    Change vs previous 13F -101 shares

    0.09% of the 13F portfolio, value $4,040,081.

    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 17,894 shares
    Change vs previous 13F -1,438 shares

    0.09% of the 13F portfolio, value $3,778,282.

    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 19,332 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $4,099,808.

    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 19,346 shares
    Change vs previous 13F +1,612 shares

    0.09% of the 13F portfolio, value $3,995,200.

    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 17,734 shares
    Change vs previous 13F +473 shares

    0.09% of the 13F portfolio, value $3,465,535.

    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 17,261 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $3,289,607.

    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 17,217 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,286,344.

    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).