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Valeo Financial Advisors, LLC: NWG position timeline

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

Valeo Financial Advisors, LLC held 22,082 NWG 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 22,082 shares
    Change vs previous 13F +4,583 shares

    0.01% of the 13F portfolio, value $400,788.

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

  2. period ended2026-06-30
    13F 17,499 shares
    Change vs previous 13F +6,110 shares

    0.01% of the 13F portfolio, value $308,508.

    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 11,389 shares
    Change vs previous 13F -4,622 shares

    <0.01% of the 13F portfolio, value $169,697.

    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 16,011 shares
    Change vs previous 13F +2,294 shares

    0.01% of the 13F portfolio, value $280,193.

    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 13,717 shares
    Change vs previous 13F +1,538 shares

    <0.01% of the 13F portfolio, value $194,096.

    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 12,179 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $172,333.

    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 11,367 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $135,495.

    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 10,977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,636.

    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).