Skip to content
Disclosery

Valeo Financial Advisors, LLC: R position timeline

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

Valeo Financial Advisors, LLC held 6,686 R 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 6,686 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $1,523,472.

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

  2. period ended2026-06-30
    13F 6,609 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $1,743,256.

    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 6,594 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $1,349,858.

    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 6,559 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $1,255,327.

    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 6,555 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $1,236,535.

    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 6,683 shares
    Change vs previous 13F +1,119 shares

    0.03% of the 13F portfolio, value $1,062,597.

    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 5,564 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $800,159.

    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 5,558 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $871,828.

    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).