Skip to content
Disclosery

Valeo Financial Advisors, LLC: IYW position timeline

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

Valeo Financial Advisors, LLC held 4,012 IYW 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 4,012 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,062,857.

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

  2. period ended2026-06-30
    13F 4,012 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $1,011,991.

    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 3,977 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $721,531.

    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 3,977 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $794,076.

    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 4,000 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $783,505.

    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 4,051 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $701,962.

    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 4,048 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $568,523.

    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 3,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $622,451.

    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).