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Valeo Financial Advisors, LLC: USMV position timeline

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

Valeo Financial Advisors, LLC held 2,471 USMV 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 2,471 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $240,800.

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

  2. period ended2026-06-30
    13F 2,507 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $241,857.

    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 2,507 shares
    Change vs previous 13F -3,261 shares

    0.01% of the 13F portfolio, value $232,524.

    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 5,768 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $543,140.

    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 4,668 shares
    Change vs previous 13F +2,245 shares

    0.01% of the 13F portfolio, value $444,114.

    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 2,423 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $227,447.

    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 2,418 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $226,470.

    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 2,418 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,694.

    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).