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Valeo Financial Advisors, LLC: IWB position timeline

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

Valeo Financial Advisors, LLC held 13,349 IWB 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 13,349 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $5,554,741.

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

  2. period ended2026-06-30
    13F 13,345 shares
    Change vs previous 13F +1,302 shares

    0.12% of the 13F portfolio, value $5,464,941.

    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 12,043 shares
    Change vs previous 13F -422 shares

    0.1% of the 13F portfolio, value $4,293,945.

    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 12,465 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $4,654,765.

    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 12,467 shares
    Change vs previous 13F -1,298 shares

    0.1% of the 13F portfolio, value $4,556,567.

    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 13,765 shares
    Change vs previous 13F +3,661 shares

    0.12% of the 13F portfolio, value $4,674,181.

    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 10,104 shares
    Change vs previous 13F -4,072 shares

    0.09% of the 13F portfolio, value $3,099,418.

    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 14,176 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,567,052.

    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).