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Valeo Financial Advisors, LLC: VGSH position timeline

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

Valeo Financial Advisors, LLC held 26,710 VGSH 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 26,710 shares
    Change vs previous 13F -9,494 shares

    0.03% of the 13F portfolio, value $1,537,435.

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

  2. period ended2026-06-30
    13F 36,204 shares
    Change vs previous 13F -4,397 shares

    0.04% of the 13F portfolio, value $2,107,083.

    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 40,601 shares
    Change vs previous 13F -548 shares

    0.06% of the 13F portfolio, value $2,376,760.

    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 41,149 shares
    Change vs previous 13F -1,024 shares

    0.05% of the 13F portfolio, value $2,416,685.

    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 42,173 shares
    Change vs previous 13F -2,720 shares

    0.06% of the 13F portfolio, value $2,481,864.

    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 44,893 shares
    Change vs previous 13F -2,956 shares

    0.06% of the 13F portfolio, value $2,638,829.

    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 47,849 shares
    Change vs previous 13F -2,027 shares

    0.08% of the 13F portfolio, value $2,808,261.

    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 49,876 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,901,801.

    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).