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Valeo Financial Advisors, LLC: IWO position timeline

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

Valeo Financial Advisors, LLC held 5,342 IWO 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 5,342 shares
    Change vs previous 13F +206 shares

    0.04% of the 13F portfolio, value $1,906,612.

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

  2. period ended2026-06-30
    13F 5,136 shares
    Change vs previous 13F +764 shares

    0.04% of the 13F portfolio, value $2,023,232.

    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 4,372 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $1,372,062.

    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 4,206 shares
    Change vs previous 13F -399 shares

    0.03% of the 13F portfolio, value $1,358,608.

    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 4,605 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $1,473,725.

    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 4,733 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $1,352,915.

    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 4,596 shares
    Change vs previous 13F -523 shares

    0.03% of the 13F portfolio, value $1,174,327.

    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 5,119 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,473,339.

    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).