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Valeo Financial Advisors, LLC: SCHX position timeline

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

Valeo Financial Advisors, LLC held 86,524 SCHX 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 86,524 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $2,595,727.

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

  2. period ended2026-06-30
    13F 86,528 shares
    Change vs previous 13F -27,187 shares

    0.05% of the 13F portfolio, value $2,546,512.

    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 113,715 shares
    Change vs previous 13F -55,635 shares

    0.07% of the 13F portfolio, value $2,915,642.

    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 169,350 shares
    Change vs previous 13F -28,474 shares

    0.1% of the 13F portfolio, value $4,557,210.

    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 197,824 shares
    Change vs previous 13F +83,423 shares

    0.12% of the 13F portfolio, value $5,210,682.

    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 114,401 shares
    Change vs previous 13F -19,904 shares

    0.07% of the 13F portfolio, value $2,795,952.

    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 134,305 shares
    Change vs previous 13F -725 shares

    0.08% of the 13F portfolio, value $2,965,462.

    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 135,030 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,129,994.

    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).