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Valeo Financial Advisors, LLC: IWF position timeline

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

Valeo Financial Advisors, LLC held 138,923 IWF 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 138,923 shares
    Change vs previous 13F +442 shares

    0.37% of the 13F portfolio, value $17,401,453.

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

  2. period ended2026-06-30
    13F 138,481 shares
    Change vs previous 13F +107,286 shares

    0.36% of the 13F portfolio, value $17,195,167.

    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 31,195 shares
    Change vs previous 13F -1,732 shares

    0.32% of the 13F portfolio, value $13,301,476.

    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 32,927 shares
    Change vs previous 13F +495 shares

    0.33% of the 13F portfolio, value $14,683,946.

    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 32,432 shares
    Change vs previous 13F +160 shares

    0.33% of the 13F portfolio, value $14,647,253.

    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 32,272 shares
    Change vs previous 13F +1,448 shares

    0.33% of the 13F portfolio, value $13,208,562.

    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 30,824 shares
    Change vs previous 13F -909 shares

    0.31% of the 13F portfolio, value $11,130,365.

    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 31,733 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,743,257.

    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).