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Valeo Financial Advisors, LLC: IWV position timeline

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

Valeo Financial Advisors, LLC held 3,194 IWV 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 3,194 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,378,722.

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

  2. period ended2026-06-30
    13F 3,194 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $1,361,922.

    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 3,114 shares
    Change vs previous 13F -11,493 shares

    0.03% of the 13F portfolio, value $1,154,298.

    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 14,607 shares
    Change vs previous 13F +190 shares

    0.13% of the 13F portfolio, value $5,650,718.

    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 14,417 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $5,463,184.

    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 14,414 shares
    Change vs previous 13F +98 shares

    0.12% of the 13F portfolio, value $5,059,320.

    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 14,316 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,547,340.

    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 14,316 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,785,129.

    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).