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Valeo Financial Advisors, LLC: TRV position timeline

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

Valeo Financial Advisors, LLC held 4,456 TRV 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 4,456 shares
    Change vs previous 13F +161 shares

    0.03% of the 13F portfolio, value $1,588,698.

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

  2. period ended2026-06-30
    13F 4,295 shares
    Change vs previous 13F +156 shares

    0.03% of the 13F portfolio, value $1,417,911.

    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 4,139 shares
    Change vs previous 13F -913 shares

    0.03% of the 13F portfolio, value $1,207,220.

    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 5,052 shares
    Change vs previous 13F +67 shares

    0.03% of the 13F portfolio, value $1,465,262.

    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 4,985 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $1,391,927.

    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 5,109 shares
    Change vs previous 13F +41 shares

    0.03% of the 13F portfolio, value $1,366,914.

    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 5,068 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,340,225.

    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 5,062 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,219,418.

    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).