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Valeo Financial Advisors, LLC: VLO position timeline

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

Valeo Financial Advisors, LLC held 8,304 VLO 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 8,304 shares
    Change vs previous 13F +260 shares

    0.07% of the 13F portfolio, value $3,218,532.

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

  2. period ended2026-06-30
    13F 8,044 shares
    Change vs previous 13F +1,672 shares

    0.04% of the 13F portfolio, value $2,095,252.

    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 6,372 shares
    Change vs previous 13F -1,234 shares

    0.04% of the 13F portfolio, value $1,574,575.

    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 7,606 shares
    Change vs previous 13F +227 shares

    0.03% of the 13F portfolio, value $1,238,168.

    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 7,379 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $1,256,397.

    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 7,193 shares
    Change vs previous 13F +4,655 shares

    0.02% of the 13F portfolio, value $966,941.

    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 2,538 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $335,158.

    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 2,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $337,422.

    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).