Valeo Financial Advisors, LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on SHW, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 1,905 SHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 1,905 sharesChange vs previous 13F +49 shares
0.01% of the 13F portfolio, value $615,834.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 1,856 sharesChange vs previous 13F +73 shares
0.01% of the 13F portfolio, value $639,140.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,783 sharesChange vs previous 13F -869 shares
0.01% of the 13F portfolio, value $571,670.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,652 sharesChange vs previous 13F -309 shares
0.02% of the 13F portfolio, value $859,205.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,961 sharesChange vs previous 13F -284 shares
0.02% of the 13F portfolio, value $1,025,415.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 3,245 sharesChange vs previous 13F +364 shares
0.03% of the 13F portfolio, value $1,114,108.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,881 sharesChange vs previous 13F -143 shares
0.03% of the 13F portfolio, value $1,005,856.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,024 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,027,899.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).