Skip to content
Disclosery

Valeo Financial Advisors, LLC: VO position timeline

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

Valeo Financial Advisors, LLC held 109,904 VO 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 109,904 shares
    Change vs previous 13F +694 shares

    0.17% of the 13F portfolio, value $8,166,418.

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

  2. period ended2026-06-30
    13F 109,210 shares
    Change vs previous 13F +76,616 shares

    0.18% of the 13F portfolio, value $8,334,249.

    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 32,594 shares
    Change vs previous 13F +1,293 shares

    0.18% of the 13F portfolio, value $7,688,748.

    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 31,301 shares
    Change vs previous 13F +273 shares

    0.17% of the 13F portfolio, value $7,768,338.

    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 31,028 shares
    Change vs previous 13F -34,644 shares

    0.18% of the 13F portfolio, value $7,782,213.

    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 65,672 shares
    Change vs previous 13F +48,335 shares

    0.18% of the 13F portfolio, value $7,375,879.

    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 17,337 shares
    Change vs previous 13F +2,913 shares

    0.13% of the 13F portfolio, value $4,483,609.

    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 14,424 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,809,851.

    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).