Valeo Financial Advisors, LLC: RSP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on RSP, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 571,324 RSP shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 571,324 sharesChange vs previous 13F -12,540 shares
2.51% of the 13F portfolio, value $118,847,400.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 583,864 sharesChange vs previous 13F -7,790 shares
2.62% of the 13F portfolio, value $124,228,850.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 591,654 sharesChange vs previous 13F -8,326 shares
2.72% of the 13F portfolio, value $113,548,750.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 599,980 sharesChange vs previous 13F -20,534 shares
2.56% of the 13F portfolio, value $114,932,130.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 620,514 sharesChange vs previous 13F -98,594 shares
2.69% of the 13F portfolio, value $117,711,590.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 719,108 sharesChange vs previous 13F +68,079 shares
2.86% of the 13F portfolio, value $116,149,506.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 651,029 sharesChange vs previous 13F -4,471 shares
3.15% of the 13F portfolio, value $112,777,196.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 655,500 sharesChange vs previous 13F not available
3.21% of the 13F portfolio, value $114,863,239.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).