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Valeo Financial Advisors, LLC: IVV position timeline

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

Valeo Financial Advisors, LLC held 337,847 IVV 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 337,847 shares
    Change vs previous 13F +9,333 shares

    4.1% of the 13F portfolio, value $194,160,262.

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

  2. period ended2026-06-30
    13F 328,514 shares
    Change vs previous 13F +8,274 shares

    3.86% of the 13F portfolio, value $182,873,137.

    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 320,240 shares
    Change vs previous 13F +4,407 shares

    3.76% of the 13F portfolio, value $157,107,992.

    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 315,833 shares
    Change vs previous 13F +80,965 shares

    3.62% of the 13F portfolio, value $162,687,323.

    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 234,868 shares
    Change vs previous 13F +11,290 shares

    3.59% of the 13F portfolio, value $157,197,261.

    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 223,578 shares
    Change vs previous 13F +17,181 shares

    3.42% of the 13F portfolio, value $138,819,491.

    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 206,397 shares
    Change vs previous 13F +19,025 shares

    3.24% of the 13F portfolio, value $115,974,231.

    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 187,372 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $110,302,109.

    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).