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Valeo Financial Advisors, LLC: IVW position timeline

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

Valeo Financial Advisors, LLC held 40,768 IVW 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 40,768 shares
    Change vs previous 13F +260 shares

    0.12% of the 13F portfolio, value $5,799,638.

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

  2. period ended2026-06-30
    13F 40,508 shares
    Change vs previous 13F +4,094 shares

    0.12% of the 13F portfolio, value $5,571,134.

    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 36,414 shares
    Change vs previous 13F +332 shares

    0.1% of the 13F portfolio, value $4,118,819.

    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 36,082 shares
    Change vs previous 13F -1,644 shares

    0.1% of the 13F portfolio, value $4,447,487.

    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 37,726 shares
    Change vs previous 13F +3,488 shares

    0.1% of the 13F portfolio, value $4,554,285.

    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 34,238 shares
    Change vs previous 13F +1,896 shares

    0.09% of the 13F portfolio, value $3,769,589.

    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 32,342 shares
    Change vs previous 13F +188 shares

    0.08% of the 13F portfolio, value $3,002,282.

    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 32,154 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,264,552.

    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).