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Valeo Financial Advisors, LLC: RKT position timeline

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

Valeo Financial Advisors, LLC held 20,985 RKT 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 20,985 shares
    Change vs previous 13F +512 shares

    0.01% of the 13F portfolio, value $241,537.

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

  2. period ended2026-06-30
    13F 20,473 shares
    Change vs previous 13F +823 shares

    0.01% of the 13F portfolio, value $322,450.

    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 19,650 shares
    Change vs previous 13F -433 shares

    0.01% of the 13F portfolio, value $280,015.

    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 20,083 shares
    Change vs previous 13F +3,690 shares

    0.01% of the 13F portfolio, value $388,807.

    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 16,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,696.

    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).