Skip to content
Disclosery

Valeo Financial Advisors, LLC: SCHM position timeline

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

Valeo Financial Advisors, LLC held 62,253 SCHM 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 62,253 shares
    Change vs previous 13F +3,027 shares

    0.04% of the 13F portfolio, value $2,117,852.

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

  2. period ended2026-06-30
    13F 59,226 shares
    Change vs previous 13F -1,645 shares

    0.05% of the 13F portfolio, value $2,183,656.

    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 60,871 shares
    Change vs previous 13F +426 shares

    0.05% of the 13F portfolio, value $1,884,572.

    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 60,445 shares
    Change vs previous 13F +284 shares

    0.04% of the 13F portfolio, value $1,817,583.

    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 60,161 shares
    Change vs previous 13F +6,135 shares

    0.04% of the 13F portfolio, value $1,783,183.

    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 54,026 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,515,422.

    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).