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Valeo Financial Advisors, LLC: VEA position timeline

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

Valeo Financial Advisors, LLC held 598,587 VEA 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 598,587 shares
    Change vs previous 13F +20,145 shares

    0.89% of the 13F portfolio, value $42,266,257.

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

  2. period ended2026-06-30
    13F 578,442 shares
    Change vs previous 13F +18,740 shares

    0.87% of the 13F portfolio, value $41,214,020.

    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 559,702 shares
    Change vs previous 13F +4,591 shares

    0.86% of the 13F portfolio, value $35,865,724.

    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 555,111 shares
    Change vs previous 13F +10,417 shares

    0.77% of the 13F portfolio, value $34,677,769.

    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 544,694 shares
    Change vs previous 13F +6,256 shares

    0.74% of the 13F portfolio, value $32,638,039.

    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 538,438 shares
    Change vs previous 13F -3,267 shares

    0.76% of the 13F portfolio, value $30,696,343.

    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 541,705 shares
    Change vs previous 13F -9,714 shares

    0.77% of the 13F portfolio, value $27,534,862.

    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 551,419 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $26,368,845.

    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).