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Valeo Financial Advisors, LLC: SCHG position timeline

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

Valeo Financial Advisors, LLC held 333,823 SCHG 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 333,823 shares
    Change vs previous 13F +245 shares

    0.24% of the 13F portfolio, value $11,488,405.

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

  2. period ended2026-06-30
    13F 333,578 shares
    Change vs previous 13F +890 shares

    0.23% of the 13F portfolio, value $10,812,720.

    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 332,688 shares
    Change vs previous 13F +4,327 shares

    0.22% of the 13F portfolio, value $9,283,848.

    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 328,361 shares
    Change vs previous 13F +842 shares

    0.23% of the 13F portfolio, value $10,365,928.

    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 327,519 shares
    Change vs previous 13F +453 shares

    0.23% of the 13F portfolio, value $10,113,670.

    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 327,066 shares
    Change vs previous 13F +285,576 shares

    0.23% of the 13F portfolio, value $9,245,621.

    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 41,490 shares
    Change vs previous 13F +1,459 shares

    0.03% of the 13F portfolio, value $1,038,916.

    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 40,031 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,115,664.

    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).