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Valeo Financial Advisors, LLC: MAR position timeline

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

Valeo Financial Advisors, LLC held 3,962 MAR 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 3,962 shares
    Change vs previous 13F -217 shares

    0.03% of the 13F portfolio, value $1,409,161.

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

  2. period ended2026-06-30
    13F 4,179 shares
    Change vs previous 13F +675 shares

    0.03% of the 13F portfolio, value $1,548,783.

    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 3,504 shares
    Change vs previous 13F -1,268 shares

    0.03% of the 13F portfolio, value $1,146,180.

    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 4,772 shares
    Change vs previous 13F +120 shares

    0.03% of the 13F portfolio, value $1,480,591.

    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 4,652 shares
    Change vs previous 13F -103 shares

    0.03% of the 13F portfolio, value $1,211,668.

    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 4,755 shares
    Change vs previous 13F +602 shares

    0.03% of the 13F portfolio, value $1,299,136.

    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 4,153 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $989,140.

    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 4,056 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,131,392.

    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).