Skip to content
Disclosery

Valeo Financial Advisors, LLC: MO position timeline

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

Valeo Financial Advisors, LLC held 26,221 MO 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 26,221 shares
    Change vs previous 13F -1,339 shares

    0.04% of the 13F portfolio, value $1,765,731.

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

  2. period ended2026-06-30
    13F 27,560 shares
    Change vs previous 13F -3,641 shares

    0.04% of the 13F portfolio, value $1,982,929.

    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 31,201 shares
    Change vs previous 13F -9,886 shares

    0.05% of the 13F portfolio, value $2,058,959.

    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 41,087 shares
    Change vs previous 13F -662 shares

    0.05% of the 13F portfolio, value $2,369,081.

    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 41,749 shares
    Change vs previous 13F -2,246 shares

    0.06% of the 13F portfolio, value $2,757,915.

    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 43,995 shares
    Change vs previous 13F +2,211 shares

    0.06% of the 13F portfolio, value $2,579,435.

    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 41,784 shares
    Change vs previous 13F -532 shares

    0.07% of the 13F portfolio, value $2,507,891.

    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 42,316 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,212,691.

    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).