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Valeo Financial Advisors, LLC: IWP position timeline

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

Valeo Financial Advisors, LLC held 14,969 IWP 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 14,969 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $2,060,884.

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

  2. period ended2026-06-30
    13F 14,972 shares
    Change vs previous 13F +812 shares

    0.05% of the 13F portfolio, value $2,191,978.

    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 14,160 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $1,814,138.

    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 14,161 shares
    Change vs previous 13F -525 shares

    0.04% of the 13F portfolio, value $1,939,216.

    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 14,686 shares
    Change vs previous 13F -175 shares

    0.05% of the 13F portfolio, value $2,091,435.

    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 14,861 shares
    Change vs previous 13F +264 shares

    0.05% of the 13F portfolio, value $2,060,962.

    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 14,597 shares
    Change vs previous 13F +407 shares

    0.05% of the 13F portfolio, value $1,715,023.

    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 14,190 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,798,595.

    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).