Skip to content
Disclosery

Valeo Financial Advisors, LLC: V position timeline

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

Valeo Financial Advisors, LLC held 53,982 V 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 53,982 shares
    Change vs previous 13F +458 shares

    0.41% of the 13F portfolio, value $19,399,415.

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

  2. period ended2026-06-30
    13F 53,524 shares
    Change vs previous 13F +2,518 shares

    0.39% of the 13F portfolio, value $18,362,977.

    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 51,006 shares
    Change vs previous 13F -10,650 shares

    0.37% of the 13F portfolio, value $15,415,304.

    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 61,656 shares
    Change vs previous 13F +1,666 shares

    0.48% of the 13F portfolio, value $21,623,422.

    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 59,990 shares
    Change vs previous 13F -1,898 shares

    0.47% of the 13F portfolio, value $20,479,538.

    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 61,888 shares
    Change vs previous 13F -35,906 shares

    0.54% of the 13F portfolio, value $21,973,246.

    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 97,794 shares
    Change vs previous 13F +36,728 shares

    0.6% of the 13F portfolio, value $21,637,719.

    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 61,066 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $19,299,430.

    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).