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Valeo Financial Advisors, LLC: VCRM position timeline

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

Valeo Financial Advisors, LLC held 33,105 VCRM 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 33,105 shares
    Change vs previous 13F +8,748 shares

    0.05% of the 13F portfolio, value $2,369,345.

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

  2. period ended2026-06-30
    13F 24,357 shares
    Change vs previous 13F +1,312 shares

    0.04% of the 13F portfolio, value $1,860,875.

    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 23,045 shares
    Change vs previous 13F +4,844 shares

    0.04% of the 13F portfolio, value $1,731,832.

    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 18,201 shares
    Change vs previous 13F +14,550 shares

    0.03% of the 13F portfolio, value $1,375,450.

    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 3,651 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $274,738.

    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 3,461 shares
    Change vs previous 13F -9,172 shares

    0.01% of the 13F portfolio, value $254,626.

    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 12,633 shares
    Change vs previous 13F +2,380 shares

    0.03% of the 13F portfolio, value $937,879.

    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 10,253 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $764,667.

    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).