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Valeo Financial Advisors, LLC: IWM position timeline

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

Valeo Financial Advisors, LLC held 98,157 IWM 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 98,157 shares
    Change vs previous 13F -2,182 shares

    0.58% of the 13F portfolio, value $27,276,825.

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

  2. period ended2026-06-30
    13F 100,339 shares
    Change vs previous 13F -2,700 shares

    0.64% of the 13F portfolio, value $30,146,974.

    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 103,039 shares
    Change vs previous 13F +1,094 shares

    0.61% of the 13F portfolio, value $25,553,640.

    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 101,945 shares
    Change vs previous 13F -1,687 shares

    0.56% of the 13F portfolio, value $25,094,788.

    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 103,632 shares
    Change vs previous 13F +545 shares

    0.57% of the 13F portfolio, value $25,074,845.

    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 103,087 shares
    Change vs previous 13F +7,226 shares

    0.55% of the 13F portfolio, value $22,245,237.

    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 95,861 shares
    Change vs previous 13F +3,868 shares

    0.53% of the 13F portfolio, value $19,123,317.

    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 91,993 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $20,326,779.

    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).