Skip to content
Disclosery

Valeo Financial Advisors, LLC: VCSH position timeline

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

Valeo Financial Advisors, LLC held 283,265 VCSH 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 283,265 shares
    Change vs previous 13F -299,388 shares

    0.46% of the 13F portfolio, value $21,882,213.

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

  2. period ended2026-06-30
    13F 582,653 shares
    Change vs previous 13F -342,228 shares

    0.88% of the 13F portfolio, value $41,526,853.

    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 924,881 shares
    Change vs previous 13F +42,052 shares

    1.65% of the 13F portfolio, value $68,780,389.

    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 882,829 shares
    Change vs previous 13F +21,577 shares

    1.5% of the 13F portfolio, value $67,281,956.

    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 861,252 shares
    Change vs previous 13F +8,498 shares

    1.57% of the 13F portfolio, value $68,839,842.

    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 852,754 shares
    Change vs previous 13F -380,770 shares

    1.67% of the 13F portfolio, value $67,793,845.

    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 1,233,524 shares
    Change vs previous 13F -13,509 shares

    1.96% of the 13F portfolio, value $70,114,601.

    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 1,247,033 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $70,346,502.

    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).