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Valeo Financial Advisors, LLC: SCHE position timeline

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

Valeo Financial Advisors, LLC held 58,350 SCHE 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 58,350 shares
    Change vs previous 13F -1,556 shares

    0.04% of the 13F portfolio, value $2,126,856.

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

  2. period ended2026-06-30
    13F 59,906 shares
    Change vs previous 13F +2,477 shares

    0.05% of the 13F portfolio, value $2,172,207.

    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 57,429 shares
    Change vs previous 13F +284 shares

    0.05% of the 13F portfolio, value $1,892,288.

    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 57,145 shares
    Change vs previous 13F +706 shares

    0.04% of the 13F portfolio, value $1,871,501.

    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 56,439 shares
    Change vs previous 13F +91 shares

    0.04% of the 13F portfolio, value $1,883,371.

    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 56,348 shares
    Change vs previous 13F +43,055 shares

    0.04% of the 13F portfolio, value $1,698,330.

    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 13,293 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $366,495.

    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 13,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $346,969.

    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).