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Valeo Financial Advisors, LLC: VNQ position timeline

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

Valeo Financial Advisors, LLC held 5,589 VNQ 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 5,589 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $500,931.

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

  2. period ended2026-06-30
    13F 5,601 shares
    Change vs previous 13F -2,151 shares

    0.01% of the 13F portfolio, value $540,089.

    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 7,752 shares
    Change vs previous 13F -9,151 shares

    0.02% of the 13F portfolio, value $687,623.

    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 16,903 shares
    Change vs previous 13F -256 shares

    0.03% of the 13F portfolio, value $1,495,743.

    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 17,159 shares
    Change vs previous 13F -1,730 shares

    0.04% of the 13F portfolio, value $1,568,705.

    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 18,889 shares
    Change vs previous 13F +14,951 shares

    0.04% of the 13F portfolio, value $1,682,287.

    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 3,938 shares
    Change vs previous 13F +848 shares

    0.01% of the 13F portfolio, value $356,566.

    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 3,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,230.

    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).