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Valeo Financial Advisors, LLC: SHOP position timeline

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

Valeo Financial Advisors, LLC held 17,294 SHOP 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 17,294 shares
    Change vs previous 13F -2,527 shares

    0.05% of the 13F portfolio, value $2,564,752.

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

  2. period ended2026-06-30
    13F 19,821 shares
    Change vs previous 13F +606 shares

    0.05% of the 13F portfolio, value $2,263,124.

    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 19,215 shares
    Change vs previous 13F +1,256 shares

    0.05% of the 13F portfolio, value $2,279,284.

    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 17,959 shares
    Change vs previous 13F -1,258 shares

    0.06% of the 13F portfolio, value $2,890,838.

    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 19,217 shares
    Change vs previous 13F +167 shares

    0.07% of the 13F portfolio, value $2,855,773.

    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 19,050 shares
    Change vs previous 13F -667 shares

    0.05% of the 13F portfolio, value $2,197,412.

    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 19,717 shares
    Change vs previous 13F -360 shares

    0.05% of the 13F portfolio, value $1,882,544.

    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 20,077 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,134,782.

    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).