Valeo Financial Advisors, LLC: K position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on K, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-02-04.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -13,448 shares
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 13,448 sharesChange vs previous 13F +501 shares
0.03% of the 13F portfolio, value $1,103,022.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 12,947 sharesChange vs previous 13F -775 shares
0.03% of the 13F portfolio, value $1,029,652.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,722 sharesChange vs previous 13F -29 shares
0.03% of the 13F portfolio, value $1,131,951.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,751 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,113,409.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).