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Valeo Financial Advisors, LLC: NMR position timeline

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

Valeo Financial Advisors, LLC held 18,241 NMR 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 18,241 shares
    Change vs previous 13F +3,153 shares

    <0.01% of the 13F portfolio, value $178,397.

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

  2. period ended2026-06-30
    13F 15,088 shares
    Change vs previous 13F +736 shares

    <0.01% of the 13F portfolio, value $132,473.

    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 14,352 shares
    Change vs previous 13F -7,040 shares

    <0.01% of the 13F portfolio, value $113,237.

    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 21,392 shares
    Change vs previous 13F +1,231 shares

    <0.01% of the 13F portfolio, value $179,479.

    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 20,161 shares
    Change vs previous 13F +6,498 shares

    <0.01% of the 13F portfolio, value $146,571.

    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 13,663 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $89,903.

    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 13,735 shares
    Change vs previous 13F +1,003 shares

    <0.01% of the 13F portfolio, value $84,470.

    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 12,732 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,718.

    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).